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
Sep 12, 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: 218B vs. TVLAX (612M). FWMIX pays higher dividends than TVLAX: FWMIX (1.46) vs TVLAX (0.85). 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: 35.00 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 : 2.14 vs. TVLAX (-1.05). FWMIX return over 5 years is better than : 27.65 vs. TVLAX (16.25).
| 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 | 4.550 | 8.822 | 52% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 612M | 35,621% |
| Annual Yield % from dividends | 1.46 | 0.85 | 171% |
| Returns for 1 year | 2.14 | -1.05 | -204% |
| Returns for 3 years | 30.43 | 25.05 | 121% |
| Returns for 5 years | 27.65 | 16.25 | 170% |
| Returns for 10 years | N/A | 56.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement