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FWMIX vs VEIPX
FWMIX vs VEIPX Comparison
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FWMIX vs VEIPX Comparison Chart in %
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FWMIX vs. VEIPX 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 VEIPX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. VEIPX (66.4B). VEIPX pays higher dividends than FWMIX: VEIPX (2.09) vs FWMIX (1.45). FWMIX was incepted earlier than VEIPX: FWMIX (9 years) vs VEIPX (38 years). FWMIX (0.26) and VEIPX (0.26) have similar cost to investors . VEIPX is a more actively managed with annual turnover of: 51.00 vs. FWMIX (29.00). VEIPX has a lower initial minimum investment than FWMIX: VEIPX (3000) vs FWMIX (1000000). VEIPX annual gain was more profitable for investors over the last year : 9.32 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. VEIPX (10.92).
| FWMIX | VEIPX | FWMIX / VEIPX | |
| Total Expense Ratio | 0.26 | 0.26 | 100% |
| Annual Report Gross Expense Ratio | 0.26 | 0.26 | 100% |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 1.642 | 7.127 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 66.4B | 328% |
| Annual Yield % from dividends | 1.45 | 2.09 | 69% |
| Returns for 1 year | 8.19 | 9.32 | 88% |
| Returns for 3 years | 30.78 | 21.38 | 144% |
| Returns for 5 years | 27.81 | 10.92 | 255% |
| Returns for 10 years | N/A | 56.38 | - |
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