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FWMIX vs PLVIX
FWMIX vs PLVIX Comparison
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FWMIX vs PLVIX Comparison Chart in %
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FWMIX vs. PLVIX commentary
Jun 04, 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 PLVIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. PLVIX (2.3B). PLVIX pays higher dividends than FWMIX: PLVIX (1.58) vs FWMIX (1.45). FWMIX was incepted earlier than PLVIX: FWMIX (9 years) vs PLVIX (26 years). PLVIX (0.71) is less costly to investors than FWMIX (0.26). PLVIX is a more actively managed with annual turnover of: 60.50 vs. FWMIX (29.00). PLVIX has a lower initial minimum investment than FWMIX: PLVIX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.97 vs. PLVIX (2.04). FWMIX return over 5 years is better than : 26.73 vs. PLVIX (-1.04).
| FWMIX | PLVIX | FWMIX / PLVIX | |
| Total Expense Ratio | 0.26 | 0.68 | 38% |
| Annual Report Gross Expense Ratio | 0.26 | 0.71 | 37% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 6.021 | 9.862 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 2.3B | 9,325% |
| Annual Yield % from dividends | 1.45 | 1.58 | 92% |
| Returns for 1 year | 7.97 | 2.04 | 391% |
| Returns for 3 years | 33.84 | 18.96 | 179% |
| Returns for 5 years | 26.73 | -1.04 | -2,560% |
| Returns for 10 years | N/A | 49.09 | - |
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