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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
Jun 24, 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: 218B vs. TVLAX (617M). 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 : 8.70 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. TVLAX (17.60).
| 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 | 1.642 | 10.191 | 16% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 617M | 35,332% |
| Annual Yield % from dividends | 1.45 | 0.94 | 154% |
| Returns for 1 year | 8.19 | 8.70 | 94% |
| Returns for 3 years | 30.78 | 32.55 | 95% |
| Returns for 5 years | 27.81 | 17.60 | 158% |
| Returns for 10 years | N/A | 67.30 | - |
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