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
Jun 04, 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 Hold and TVLAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. TVLAX (609M). FWMIX pays higher dividends than TVLAX: FWMIX (1.45) vs TVLAX (0.94). 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). TVLAX annual gain was more profitable for investors over the last year : 9.41 vs. FWMIX (8.17). FWMIX return over 5 years is better than : 26.97 vs. TVLAX (12.79).
| 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 | 5.605 | 8.287 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 609M | 35,140% |
| Annual Yield % from dividends | 1.45 | 0.94 | 154% |
| Returns for 1 year | 8.17 | 9.41 | 87% |
| Returns for 3 years | 33.31 | 31.32 | 106% |
| Returns for 5 years | 26.97 | 12.79 | 211% |
| Returns for 10 years | N/A | 59.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers