Interact to see
Advertisement
Advertisement
FWMIX vs LMVTX
FWMIX vs LMVTX Comparison
Open Charts FWMIX vs LMVTX
FWMIX vs LMVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. LMVTX commentary
Jun 21, 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 Hold and LMVTX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LMVTX (4.2B). FWMIX pays higher dividends than LMVTX: FWMIX (1.45) 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 : 11.38 vs. FWMIX (8.60). FWMIX return over 5 years is better than : 30.36 vs. LMVTX (-4.43).
| 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 | 2.106 | 11.134 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.2B | 5,194% |
| Annual Yield % from dividends | 1.45 | 0.58 | 249% |
| Returns for 1 year | 8.60 | 11.38 | 76% |
| Returns for 3 years | 24.45 | 12.31 | 199% |
| Returns for 5 years | 30.36 | -4.43 | -685% |
| Returns for 10 years | N/A | 63.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement