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FWMIX vs WLCVX
FWMIX vs WLCVX Comparison
Open Charts FWMIX vs WLCVX
FWMIX vs WLCVX Comparison Chart in %
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FWMIX vs. WLCVX 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 WLCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. WLCVX (182M). FWMIX pays higher dividends than WLCVX: FWMIX (1.49) vs WLCVX (1.16). FWMIX was incepted earlier than WLCVX: FWMIX (9 years) vs WLCVX (30 years). WLCVX (1.03) is less costly to investors than FWMIX (0.26). WLCVX is a more actively managed with annual turnover of: 51.00 vs. FWMIX (29.00). WLCVX has a lower initial minimum investment than FWMIX: WLCVX (250000) vs FWMIX (1000000). WLCVX annual gain was more profitable for investors over the last year : 10.54 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. WLCVX (11.52).
| FWMIX | WLCVX | FWMIX / WLCVX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 3.885 | 11.651 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 182M | 120,330% |
| Annual Yield % from dividends | 1.49 | 1.16 | 128% |
| Returns for 1 year | 5.80 | 10.54 | 55% |
| Returns for 3 years | 29.34 | 30.90 | 95% |
| Returns for 5 years | 28.26 | 11.52 | 245% |
| Returns for 10 years | N/A | 42.25 | - |
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