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FWMIX vs LVPSX
FWMIX vs LVPSX Comparison
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FWMIX vs LVPSX Comparison Chart in %
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FWMIX vs. LVPSX commentary
Jun 24, 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 LVPSX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. LVPSX (6.9M). FWMIX pays higher dividends than LVPSX: FWMIX (1.45) vs LVPSX (0.00). FWMIX was incepted earlier than LVPSX: FWMIX (9 years) vs LVPSX (24 years). LVPSX (2.79) is less costly to investors than FWMIX (0.26). LVPSX is a more actively managed with annual turnover of: 1805.00 vs. FWMIX (29.00). LVPSX has a lower initial minimum investment than FWMIX: LVPSX (15000) vs FWMIX (1000000). LVPSX annual gain was more profitable for investors over the last year : 11.43 vs. FWMIX (7.07). LVPSX return over 5 years is better than : 39.03 vs. FWMIX (26.62).
| FWMIX | LVPSX | FWMIX / LVPSX | |
| Total Expense Ratio | 0.26 | 2.78 | 9% |
| Annual Report Gross Expense Ratio | 0.26 | 2.79 | 9% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.348 | 6.552 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 6.9M | 3,158,505% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 7.07 | 11.43 | 62% |
| Returns for 3 years | 30.40 | 31.91 | 95% |
| Returns for 5 years | 26.62 | 39.03 | 68% |
| Returns for 10 years | N/A | 113.80 | - |
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