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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
Sep 10, 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 StrongBuy and LMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LMVFX (4.32B). FWMIX pays higher dividends than LMVFX: FWMIX (1.46) vs LMVFX (0.75). 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: 32.00 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 : 12.51 vs. FWMIX (4.40). FWMIX return over 5 years is better than : 27.83 vs. LMVFX (13.25).
| 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 | 5.246 | 16.171 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.32B | 5,047% |
| Annual Yield % from dividends | 1.46 | 0.75 | 194% |
| Returns for 1 year | 4.40 | 12.51 | 35% |
| Returns for 3 years | 31.45 | 25.44 | 124% |
| Returns for 5 years | 27.83 | 13.25 | 210% |
| Returns for 10 years | N/A | 92.61 | - |
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