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FWMIX vs LMVTX
FWMIX vs LMVTX Comparison
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FWMIX vs LMVTX Comparison Chart in %
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FWMIX vs. LMVTX commentary
Sep 13, 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 LMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LMVTX (4.27B). FWMIX pays higher dividends than LMVTX: FWMIX (1.46) vs LMVTX (0.56). FWMIX was incepted earlier than LMVTX: FWMIX (10 years) vs LMVTX (44 years). LMVTX (1.71) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. LMVTX (0.53). LMVTX has a lower initial minimum investment than FWMIX: LMVTX (1000) vs FWMIX (1000000). LMVTX annual gain was more profitable for investors over the last year : 6.99 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. LMVTX (-1.93).
| FWMIX | LMVTX | FWMIX / LMVTX | |
| Total Expense Ratio | 0.26 | 1.71 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.71 | 15% |
| Fund Existence | 10 years | 44 years | - |
| Gain YTD | 4.550 | 14.483 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.27B | 5,103% |
| Annual Yield % from dividends | 1.46 | 0.56 | 260% |
| Returns for 1 year | 2.14 | 6.99 | 31% |
| Returns for 3 years | 30.43 | 14.26 | 213% |
| Returns for 5 years | 27.65 | -1.93 | -1,431% |
| Returns for 10 years | N/A | 62.53 | - |
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