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FWMIX vs TVLAX
FWMIX vs TVLAX Comparison
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FWMIX vs TVLAX Comparison Chart in %
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FWMIX vs. TVLAX commentary
Aug 23, 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 StrongBuy and TVLAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. TVLAX (634M). FWMIX pays higher dividends than TVLAX: FWMIX (1.47) vs TVLAX (0.86). FWMIX was incepted earlier than TVLAX: FWMIX (10 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 (32.00). 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 : 7.57 vs. TVLAX (5.65). FWMIX return over 5 years is better than : 29.58 vs. TVLAX (19.93).
| FWMIX | TVLAX | FWMIX / TVLAX | |
| Total Expense Ratio | 0.26 | 1.08 | 24% |
| Annual Report Gross Expense Ratio | 0.26 | 1.11 | 23% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 6.654 | 12.467 | 53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 634M | 34,385% |
| Annual Yield % from dividends | 1.47 | 0.86 | 171% |
| Returns for 1 year | 7.57 | 5.65 | 134% |
| Returns for 3 years | 34.39 | 29.87 | 115% |
| Returns for 5 years | 29.58 | 19.93 | 148% |
| Returns for 10 years | N/A | 58.49 | - |
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