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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PLVIX (2.27B). 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 : 7.07 vs. PLVIX (0.98). FWMIX return over 5 years is better than : 26.62 vs. PLVIX (1.30).
| 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 | 1.348 | 10.265 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.27B | 9,616% |
| Annual Yield % from dividends | 1.45 | 1.58 | 92% |
| Returns for 1 year | 7.07 | 0.98 | 720% |
| Returns for 3 years | 30.40 | 18.34 | 166% |
| Returns for 5 years | 26.62 | 1.30 | 2,046% |
| Returns for 10 years | N/A | 53.80 | - |
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