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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
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. PLVJX (2.31B). FWMIX pays higher dividends than PLVJX: FWMIX (1.47) vs PLVJX (1.36). FWMIX was incepted earlier than PLVJX: FWMIX (10 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 : 7.06 vs. PLVJX (2.17). FWMIX return over 5 years is better than : 29.03 vs. PLVJX (3.28).
| 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 | 25 years | - |
| Gain YTD | 5.060 | 15.116 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.31B | 9,464% |
| Annual Yield % from dividends | 1.47 | 1.36 | 108% |
| Returns for 1 year | 7.06 | 2.17 | 326% |
| Returns for 3 years | 28.21 | 14.34 | 197% |
| Returns for 5 years | 29.03 | 3.28 | 884% |
| Returns for 10 years | N/A | 47.13 | - |
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