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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
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 WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. WLCVX (185M). FWMIX pays higher dividends than WLCVX: FWMIX (1.47) vs WLCVX (1.11). FWMIX was incepted earlier than WLCVX: FWMIX (10 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 : 14.01 vs. FWMIX (7.06). FWMIX return over 5 years is better than : 29.03 vs. WLCVX (13.12).
| FWMIX | WLCVX | FWMIX / WLCVX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 10 years | 30 years | - |
| Gain YTD | 5.060 | 14.633 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 185M | 118,378% |
| Annual Yield % from dividends | 1.47 | 1.11 | 132% |
| Returns for 1 year | 7.06 | 14.01 | 50% |
| Returns for 3 years | 28.21 | 31.06 | 91% |
| Returns for 5 years | 29.03 | 13.12 | 221% |
| Returns for 10 years | N/A | 47.48 | - |
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