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FWMIX vs MRDVX
FWMIX vs MRDVX Comparison
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FWMIX vs MRDVX Comparison Chart in %
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FWMIX vs. MRDVX 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 MRDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. MRDVX (20.4B). FWMIX pays higher dividends than MRDVX: FWMIX (1.47) vs MRDVX (1.14). FWMIX was incepted earlier than MRDVX: FWMIX (10 years) vs MRDVX (24 years). MRDVX (1.29) is less costly to investors than FWMIX (0.26). MRDVX is a more actively managed with annual turnover of: 75.00 vs. FWMIX (29.00). MRDVX has a lower initial minimum investment than FWMIX: MRDVX (100) vs FWMIX (1000000). MRDVX annual gain was more profitable for investors over the last year : 12.44 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. MRDVX (8.47).
| FWMIX | MRDVX | FWMIX / MRDVX | |
| Total Expense Ratio | 0.26 | 1.22 | 21% |
| Annual Report Gross Expense Ratio | 0.26 | 1.29 | 20% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.060 | 8.678 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 20.4B | 1,074% |
| Annual Yield % from dividends | 1.47 | 1.14 | 129% |
| Returns for 1 year | 7.06 | 12.44 | 57% |
| Returns for 3 years | 28.21 | 22.23 | 127% |
| Returns for 5 years | 29.03 | 8.47 | 343% |
| Returns for 10 years | N/A | 16.74 | - |
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