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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
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 MRLVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. MRLVX (870M). FWMIX pays higher dividends than MRLVX: FWMIX (1.47) vs MRLVX (0.76). 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 (29.00). 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 : 23.14 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. MRLVX (16.18).
| 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 | 5.060 | 14.627 | 35% |
| 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 | 870M | 25,172% |
| Annual Yield % from dividends | 1.47 | 0.76 | 193% |
| Returns for 1 year | 7.06 | 23.14 | 31% |
| Returns for 3 years | 28.21 | 28.54 | 99% |
| Returns for 5 years | 29.03 | 16.18 | 179% |
| Returns for 10 years | N/A | 73.49 | - |
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