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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
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 PLVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. PLVIX (2.31B). PLVIX (1.50) and FWMIX (1.47) have matching dividends . FWMIX was incepted earlier than PLVIX: FWMIX (10 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 : 7.06 vs. PLVIX (2.91). FWMIX return over 5 years is better than : 29.03 vs. PLVIX (5.44).
| FWMIX | PLVIX | FWMIX / PLVIX | |
| Total Expense Ratio | 0.26 | 0.68 | 38% |
| Annual Report Gross Expense Ratio | 0.26 | 0.71 | 37% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 5.060 | 15.283 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.31B | 9,464% |
| Annual Yield % from dividends | 1.47 | 1.50 | 98% |
| Returns for 1 year | 7.06 | 2.91 | 242% |
| Returns for 3 years | 28.21 | 16.01 | 176% |
| Returns for 5 years | 29.03 | 5.44 | 534% |
| Returns for 10 years | N/A | 53.04 | - |
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