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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
Jun 04, 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 LVPIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. LVPIX (5.2M). FWMIX pays higher dividends than LVPIX: FWMIX (1.45) vs LVPIX (0.00). FWMIX was incepted earlier than LVPIX: FWMIX (9 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 (29.00). 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 : 14.68 vs. FWMIX (8.17). LVPIX return over 5 years is better than : 44.05 vs. FWMIX (26.97).
| FWMIX | LVPIX | FWMIX / LVPIX | |
| Total Expense Ratio | 0.26 | 1.78 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.79 | 15% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 5.605 | 6.669 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 5.2M | 4,112,221% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 8.17 | 14.68 | 56% |
| Returns for 3 years | 33.31 | 38.53 | 86% |
| Returns for 5 years | 26.97 | 44.05 | 61% |
| Returns for 10 years | N/A | 132.99 | - |
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