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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. TVLCX (624M). FWMIX pays higher dividends than TVLCX: FWMIX (1.49) vs TVLCX (0.25). FWMIX was incepted earlier than TVLCX: FWMIX (9 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 : 5.80 vs. TVLCX (2.74). FWMIX return over 5 years is better than : 28.26 vs. TVLCX (13.69).
| FWMIX | TVLCX | FWMIX / TVLCX | |
| Total Expense Ratio | 0.26 | 1.75 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 2.30 | 11% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.885 | 9.506 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 624M | 35,096% |
| Annual Yield % from dividends | 1.49 | 0.25 | 589% |
| Returns for 1 year | 5.80 | 2.74 | 212% |
| Returns for 3 years | 29.34 | 23.08 | 127% |
| Returns for 5 years | 28.26 | 13.69 | 206% |
| Returns for 10 years | N/A | 47.38 | - |
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