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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
Jul 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. LMVTX (4.22B). FWMIX pays higher dividends than LMVTX: FWMIX (1.49) vs LMVTX (0.58). FWMIX was incepted earlier than LMVTX: FWMIX (9 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: 29.00 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 : 8.20 vs. FWMIX (5.67). FWMIX return over 5 years is better than : 28.33 vs. LMVTX (-6.34).
| FWMIX | LMVTX | FWMIX / LMVTX | |
| Total Expense Ratio | 0.26 | 1.71 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.71 | 15% |
| Fund Existence | 9 years | 44 years | - |
| Gain YTD | 4.163 | 12.199 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.22B | 5,185% |
| Annual Yield % from dividends | 1.49 | 0.58 | 257% |
| Returns for 1 year | 5.67 | 8.20 | 69% |
| Returns for 3 years | 31.23 | 12.92 | 242% |
| Returns for 5 years | 28.33 | -6.34 | -447% |
| Returns for 10 years | N/A | 59.48 | - |
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