Interact to see
Advertisement
Advertisement
FWMIX vs LMVFX
FWMIX vs LMVFX Comparison
Open Charts FWMIX vs LMVFX
FWMIX vs LMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. LMVFX commentary
Jul 06, 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: 218B vs. LMVFX (4.22B). FWMIX pays higher dividends than LMVFX: FWMIX (1.49) vs LMVFX (0.78). FWMIX was incepted earlier than LMVFX: FWMIX (9 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 : 11.42 vs. FWMIX (6.74). FWMIX return over 5 years is better than : 28.14 vs. LMVFX (5.63).
| FWMIX | LMVFX | FWMIX / LMVFX | |
| Total Expense Ratio | 0.26 | 1.11 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.11 | 23% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 4.008 | 12.326 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.22B | 5,165% |
| Annual Yield % from dividends | 1.49 | 0.78 | 192% |
| Returns for 1 year | 6.74 | 11.42 | 59% |
| Returns for 3 years | 30.84 | 23.57 | 131% |
| Returns for 5 years | 28.14 | 5.63 | 500% |
| Returns for 10 years | N/A | 93.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSINX | 23.70 | 0.40 | +1.72% |
| Goldman Sachs GQG Ptnrs Intl Opps Inv | |||
| ESPTX | 13.78 | 0.22 | +1.62% |
| UBS International Sustainable Equity P2 | |||
| MFWTX | 18.24 | 0.18 | +1.00% |
| MFS Global Total Return A | |||
| TORIX | 22.97 | 0.19 | +0.83% |
| Tortoise Energy Infrastructure TR Ins | |||
| MBAIX | 33.16 | 0.26 | +0.79% |
| NYLI Balanced Class I | |||