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FWMIX vs TVLCX
FWMIX vs TVLCX Comparison
Open Charts FWMIX vs TVLCX
FWMIX vs TVLCX Comparison Chart in %
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FWMIX vs. TVLCX 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 TVLCX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. TVLCX (622M). FWMIX pays higher dividends than TVLCX: FWMIX (1.47) vs TVLCX (0.25). FWMIX was incepted earlier than TVLCX: FWMIX (10 years) vs TVLCX (14 years). TVLCX (2.30) is less costly to investors than FWMIX (0.26). TVLCX is a more actively managed with annual turnover of: 40.00 vs. FWMIX (29.00). TVLCX has a lower initial minimum investment than FWMIX: TVLCX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.06 vs. TVLCX (4.02). FWMIX return over 5 years is better than : 29.03 vs. TVLCX (13.23).
| FWMIX | TVLCX | FWMIX / TVLCX | |
| Total Expense Ratio | 0.26 | 1.75 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 2.30 | 11% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 5.060 | 9.159 | 55% |
| Front Load | N/A | N/A | - |
| 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 | 0.25 | 581% |
| Returns for 1 year | 7.06 | 4.02 | 176% |
| Returns for 3 years | 28.21 | 19.24 | 147% |
| Returns for 5 years | 29.03 | 13.23 | 219% |
| Returns for 10 years | N/A | 47.73 | - |
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