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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 23, 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 StrongBuy and PLVIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PLVIX (2.87B). 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 (32.00). 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 : 7.57 vs. PLVIX (4.27). FWMIX return over 5 years is better than : 29.58 vs. PLVIX (8.07).
| 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 | 6.654 | 18.570 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.87B | 7,588% |
| Annual Yield % from dividends | 1.47 | 1.50 | 98% |
| Returns for 1 year | 7.57 | 4.27 | 177% |
| Returns for 3 years | 34.39 | 24.11 | 143% |
| Returns for 5 years | 29.58 | 8.07 | 367% |
| Returns for 10 years | N/A | 54.45 | - |
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