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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
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 TVLCX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. TVLCX (617M). FWMIX pays higher dividends than TVLCX: FWMIX (1.45) vs TVLCX (0.34). 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 (8.19) and TVLCX (7.90) have marching annual gain over last year. FWMIX return over 5 years is better than : 27.81 vs. TVLCX (13.96).
| 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 | 1.642 | 9.763 | 17% |
| Front Load | N/A | N/A | - |
| 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 | 0.34 | 428% |
| Returns for 1 year | 8.19 | 7.90 | 104% |
| Returns for 3 years | 30.78 | 29.55 | 104% |
| Returns for 5 years | 27.81 | 13.96 | 199% |
| Returns for 10 years | N/A | 55.96 | - |
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