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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
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 QRVLX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. QRVLX (56.9M). FWMIX pays higher dividends than QRVLX: FWMIX (1.47) vs QRVLX (1.15). 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: 29.00 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 : 10.42 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. QRVLX (26.42).
| 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 | 5.060 | 10.654 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 56.9M | 384,886% |
| Annual Yield % from dividends | 1.47 | 1.15 | 127% |
| Returns for 1 year | 7.06 | 10.42 | 68% |
| Returns for 3 years | 28.21 | 39.57 | 71% |
| Returns for 5 years | 29.03 | 26.42 | 110% |
| Returns for 10 years | N/A | 101.12 | - |
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