Interact to see
Advertisement
Advertisement
FWMIX vs TVLAX
FWMIX vs TVLAX Comparison
Open Charts FWMIX vs TVLAX
FWMIX vs TVLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. TVLAX 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 TVLAX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. TVLAX (624M). FWMIX pays higher dividends than TVLAX: FWMIX (1.49) vs TVLAX (0.86). FWMIX was incepted earlier than TVLAX: FWMIX (9 years) vs TVLAX (23 years). TVLAX (1.11) is less costly to investors than FWMIX (0.26). TVLAX is a more actively managed with annual turnover of: 40.00 vs. FWMIX (29.00). TVLAX has a lower initial minimum investment than FWMIX: TVLAX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.80 vs. TVLAX (3.54). FWMIX return over 5 years is better than : 28.26 vs. TVLAX (17.24).
| FWMIX | TVLAX | FWMIX / TVLAX | |
| Total Expense Ratio | 0.26 | 1.08 | 24% |
| Annual Report Gross Expense Ratio | 0.26 | 1.11 | 23% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.885 | 9.950 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 624M | 35,096% |
| Annual Yield % from dividends | 1.49 | 0.86 | 174% |
| Returns for 1 year | 5.80 | 3.54 | 164% |
| Returns for 3 years | 29.34 | 25.87 | 113% |
| Returns for 5 years | 28.26 | 17.24 | 164% |
| Returns for 10 years | N/A | 58.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement