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FWMIX vs LVPIX
FWMIX vs LVPIX Comparison
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FWMIX vs LVPIX Comparison Chart in %
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FWMIX vs. LVPIX commentary
Sep 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 LVPIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LVPIX (7M). FWMIX pays higher dividends than LVPIX: FWMIX (1.46) vs LVPIX (0.00). FWMIX was incepted earlier than LVPIX: FWMIX (10 years) vs LVPIX (24 years). LVPIX (1.79) is less costly to investors than FWMIX (0.26). LVPIX is a more actively managed with annual turnover of: 1805.00 vs. FWMIX (32.00). LVPIX has a lower initial minimum investment than FWMIX: LVPIX (15000) vs FWMIX (1000000). LVPIX annual gain was more profitable for investors over the last year : 9.34 vs. FWMIX (2.14). LVPIX return over 5 years is better than : 50.06 vs. FWMIX (27.65).
| FWMIX | LVPIX | FWMIX / LVPIX | |
| Total Expense Ratio | 0.26 | 1.78 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.79 | 15% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 4.550 | 9.672 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 7M | 3,116,512% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 2.14 | 9.34 | 23% |
| Returns for 3 years | 30.43 | 37.43 | 81% |
| Returns for 5 years | 27.65 | 50.06 | 55% |
| Returns for 10 years | N/A | 136.22 | - |
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