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FWMIX vs LMVFX
FWMIX vs LMVFX Comparison
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FWMIX vs LMVFX Comparison Chart in %
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FWMIX vs. LMVFX commentary
Jul 26, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWMIX is a Buy and LMVFX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. LMVFX (4.26B). FWMIX pays higher dividends than LMVFX: FWMIX (1.49) vs LMVFX (0.78). FWMIX was incepted earlier than LMVFX: FWMIX (10 years) vs LMVFX (25 years). LMVFX (1.11) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LMVFX (0.53). LMVFX has a lower initial minimum investment than FWMIX: LMVFX (0) vs FWMIX (1000000). LMVFX annual gain was more profitable for investors over the last year : 12.14 vs. FWMIX (5.44). FWMIX return over 5 years is better than : 28.45 vs. LMVFX (10.90).
| FWMIX | LMVFX | FWMIX / LMVFX | |
| Total Expense Ratio | 0.26 | 1.11 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.11 | 23% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 4.411 | 13.837 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.26B | 5,136% |
| Annual Yield % from dividends | 1.49 | 0.78 | 192% |
| Returns for 1 year | 5.44 | 12.14 | 45% |
| Returns for 3 years | 27.62 | 19.33 | 143% |
| Returns for 5 years | 28.45 | 10.90 | 261% |
| Returns for 10 years | N/A | 86.32 | - |
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