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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 03, 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 LVPSX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. LVPSX (5.2M). 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 : 12.67 vs. FWMIX (8.17). LVPSX return over 5 years is better than : 35.60 vs. FWMIX (26.97).
| 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 | 5.605 | 6.227 | 90% |
| 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 | 12.67 | 64% |
| Returns for 3 years | 33.31 | 33.10 | 101% |
| Returns for 5 years | 26.97 | 35.60 | 76% |
| Returns for 10 years | N/A | 107.69 | - |
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