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FWMIX vs PLVJX
FWMIX vs PLVJX Comparison
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FWMIX vs PLVJX Comparison Chart in %
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FWMIX vs. PLVJX commentary
Jun 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 Hold and PLVJX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PLVJX (2.26B). FWMIX (1.45) and PLVJX (1.43) have matching dividends . FWMIX was incepted earlier than PLVJX: FWMIX (9 years) vs PLVJX (25 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 (29.00). 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 : 8.19 vs. PLVJX (0.66). FWMIX return over 5 years is better than : 27.81 vs. PLVJX (-0.18).
| FWMIX | PLVJX | FWMIX / PLVJX | |
| Total Expense Ratio | 0.26 | 0.92 | 28% |
| Annual Report Gross Expense Ratio | 0.26 | 0.95 | 27% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.642 | 9.958 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.26B | 9,629% |
| Annual Yield % from dividends | 1.45 | 1.43 | 101% |
| Returns for 1 year | 8.19 | 0.66 | 1,248% |
| Returns for 3 years | 30.78 | 16.50 | 187% |
| Returns for 5 years | 27.81 | -0.18 | -15,231% |
| Returns for 10 years | N/A | 47.65 | - |
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