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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
Aug 15, 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 (4.35B). FWMIX pays higher dividends than LMVFX: FWMIX (1.47) vs LMVFX (0.76). 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 : 14.86 vs. FWMIX (7.76). FWMIX return over 5 years is better than : 29.70 vs. LMVFX (10.27).
| 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 | 7.551 | 16.370 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.35B | 5,017% |
| Annual Yield % from dividends | 1.47 | 0.76 | 193% |
| Returns for 1 year | 7.76 | 14.86 | 52% |
| Returns for 3 years | 34.25 | 25.74 | 133% |
| Returns for 5 years | 29.70 | 10.27 | 289% |
| Returns for 10 years | N/A | 89.29 | - |
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