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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
Jun 04, 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 WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. WLCVX (181M). FWMIX pays higher dividends than WLCVX: FWMIX (1.45) vs WLCVX (1.17). 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 : 12.53 vs. FWMIX (8.17). FWMIX return over 5 years is better than : 26.97 vs. WLCVX (8.20).
| 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 | 5.605 | 9.174 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 181M | 118,232% |
| Annual Yield % from dividends | 1.45 | 1.17 | 124% |
| Returns for 1 year | 8.17 | 12.53 | 65% |
| Returns for 3 years | 33.31 | 34.48 | 97% |
| Returns for 5 years | 26.97 | 8.20 | 329% |
| Returns for 10 years | N/A | 42.82 | - |
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