Interact to see
Advertisement
Advertisement
FWMIX vs PLVIX
FWMIX vs PLVIX Comparison
Open Charts FWMIX vs PLVIX
FWMIX vs PLVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. PLVIX commentary
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PLVIX (2.82B). PLVIX (1.47) and FWMIX (1.46) 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 : 2.14 vs. PLVIX (-0.44). FWMIX return over 5 years is better than : 27.65 vs. PLVIX (6.18).
| 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 | 4.550 | 16.032 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.82B | 7,733% |
| Annual Yield % from dividends | 1.46 | 1.47 | 99% |
| Returns for 1 year | 2.14 | -0.44 | -489% |
| Returns for 3 years | 30.43 | 20.35 | 150% |
| Returns for 5 years | 27.65 | 6.18 | 448% |
| Returns for 10 years | N/A | 54.75 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement