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FWMIX vs MALVX
FWMIX vs MALVX Comparison
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FWMIX vs MALVX Comparison Chart in %
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FWMIX vs. MALVX commentary
Aug 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 Buy and MALVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. MALVX (870M). FWMIX pays higher dividends than MALVX: FWMIX (1.47) vs MALVX (1.05). FWMIX was incepted earlier than MALVX: FWMIX (10 years) vs MALVX (27 years). MALVX (0.71) is less costly to investors than FWMIX (0.26). MALVX is a more actively managed with annual turnover of: 120.00 vs. FWMIX (29.00). FWMIX has a lower initial minimum investment than MALVX: FWMIX (1000000) vs MALVX (2000000). MALVX annual gain was more profitable for investors over the last year : 25.14 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. MALVX (23.73).
| FWMIX | MALVX | FWMIX / MALVX | |
| Total Expense Ratio | 0.26 | 0.54 | 48% |
| Annual Report Gross Expense Ratio | 0.26 | 0.71 | 37% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 5.060 | 15.842 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 870M | 25,172% |
| Annual Yield % from dividends | 1.47 | 1.05 | 140% |
| Returns for 1 year | 7.06 | 25.14 | 28% |
| Returns for 3 years | 28.21 | 34.23 | 82% |
| Returns for 5 years | 29.03 | 23.73 | 122% |
| Returns for 10 years | N/A | 90.83 | - |
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