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FWMIX vs QRVLX
FWMIX vs QRVLX Comparison
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FWMIX vs QRVLX Comparison Chart in %
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FWMIX vs. QRVLX commentary
Sep 13, 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 QRVLX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. QRVLX (56.7M). FWMIX pays higher dividends than QRVLX: FWMIX (1.46) vs QRVLX (1.14). FWMIX was incepted earlier than QRVLX: FWMIX (10 years) vs QRVLX (24 years). QRVLX (1.36) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 vs. QRVLX (0.00). QRVLX has a lower initial minimum investment than FWMIX: QRVLX (100000) vs FWMIX (1000000). QRVLX annual gain was more profitable for investors over the last year : 7.22 vs. FWMIX (2.14). FWMIX (27.65) and QRVLX (26.93) have equivalent 5 years return.
| FWMIX | QRVLX | FWMIX / QRVLX | |
| Total Expense Ratio | 0.26 | 0.74 | 35% |
| Annual Report Gross Expense Ratio | 0.26 | 1.36 | 19% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 4.550 | 11.464 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 56.7M | 384,480% |
| Annual Yield % from dividends | 1.46 | 1.14 | 128% |
| Returns for 1 year | 2.14 | 7.22 | 30% |
| Returns for 3 years | 30.43 | 42.59 | 71% |
| Returns for 5 years | 27.65 | 26.93 | 103% |
| Returns for 10 years | N/A | 104.71 | - |
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