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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 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 TVLAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. TVLAX (622M). 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 (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 : 7.06 vs. TVLAX (4.82). FWMIX return over 5 years is better than : 29.03 vs. TVLAX (16.77).
| 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 | 5.060 | 9.603 | 53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 622M | 35,209% |
| Annual Yield % from dividends | 1.47 | 0.86 | 171% |
| Returns for 1 year | 7.06 | 4.82 | 146% |
| Returns for 3 years | 28.21 | 21.96 | 128% |
| Returns for 5 years | 29.03 | 16.77 | 173% |
| Returns for 10 years | N/A | 58.22 | - |
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