Interact to see
Advertisement
Advertisement
FWMIX vs PLVJX
FWMIX vs PLVJX Comparison
Open Charts FWMIX vs PLVJX
FWMIX vs PLVJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. PLVJX commentary
Jul 14, 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: 219B vs. PLVJX (2.28B). FWMIX pays higher dividends than PLVJX: FWMIX (1.49) vs PLVJX (1.41). 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 : 5.80 vs. PLVJX (-0.97). FWMIX return over 5 years is better than : 28.26 vs. PLVJX (1.25).
| 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 | 3.885 | 12.389 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.28B | 9,614% |
| Annual Yield % from dividends | 1.49 | 1.41 | 105% |
| Returns for 1 year | 5.80 | -0.97 | -598% |
| Returns for 3 years | 29.34 | 14.53 | 202% |
| Returns for 5 years | 28.26 | 1.25 | 2,265% |
| Returns for 10 years | N/A | 42.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement