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FWMIX vs MRLVX
FWMIX vs MRLVX Comparison
Open Charts FWMIX vs MRLVX
FWMIX vs MRLVX Comparison Chart in %
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FWMIX vs. MRLVX commentary
Sep 13, 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 MRLVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MRLVX (895M). FWMIX pays higher dividends than MRLVX: FWMIX (1.46) vs MRLVX (0.75). FWMIX was incepted earlier than MRLVX: FWMIX (10 years) vs MRLVX (24 years). MRLVX (1.33) is less costly to investors than FWMIX (0.26). MRLVX is a more actively managed with annual turnover of: 120.00 vs. FWMIX (32.00). MRLVX has a lower initial minimum investment than FWMIX: MRLVX (100) vs FWMIX (1000000). MRLVX annual gain was more profitable for investors over the last year : 17.46 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. MRLVX (17.31).
| FWMIX | MRLVX | FWMIX / MRLVX | |
| Total Expense Ratio | 0.26 | 1.04 | 25% |
| Annual Report Gross Expense Ratio | 0.26 | 1.33 | 20% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 4.550 | 15.483 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 895M | 24,358% |
| Annual Yield % from dividends | 1.46 | 0.75 | 195% |
| Returns for 1 year | 2.14 | 17.46 | 12% |
| Returns for 3 years | 30.43 | 31.90 | 95% |
| Returns for 5 years | 27.65 | 17.31 | 160% |
| Returns for 10 years | N/A | 72.95 | - |
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