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FWMIX vs PLVJX
FWMIX vs PLVJX Comparison
Open Charts FWMIX vs PLVJX
FWMIX vs PLVJX Comparison Chart in %
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FWMIX vs. PLVJX 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 PLVJX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PLVJX (2.82B). FWMIX pays higher dividends than PLVJX: FWMIX (1.46) vs PLVJX (1.34). FWMIX was incepted earlier than PLVJX: FWMIX (10 years) vs PLVJX (26 years). PLVJX (0.95) is less costly to investors than FWMIX (0.26). PLVJX is a more actively managed with annual turnover of: 60.50 vs. FWMIX (32.00). PLVJX has a lower initial minimum investment than FWMIX: PLVJX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 2.14 vs. PLVJX (-1.18). FWMIX return over 5 years is better than : 27.65 vs. PLVJX (4.03).
| FWMIX | PLVJX | FWMIX / PLVJX | |
| Total Expense Ratio | 0.26 | 0.92 | 28% |
| Annual Report Gross Expense Ratio | 0.26 | 0.95 | 27% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.550 | 15.827 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.82B | 7,733% |
| Annual Yield % from dividends | 1.46 | 1.34 | 109% |
| Returns for 1 year | 2.14 | -1.18 | -181% |
| Returns for 3 years | 30.43 | 18.66 | 163% |
| Returns for 5 years | 27.65 | 4.03 | 686% |
| Returns for 10 years | N/A | 48.73 | - |
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