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FWMMX vs ISIVX
FWMMX vs ISIVX Comparison
Open Charts FWMMX vs ISIVX
FWMMX vs ISIVX Comparison Chart in %
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FWMMX vs. ISIVX commentary
Sep 13, 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 FWMMX is a Buy and ISIVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. ISIVX (2.95B). FWMMX pays higher dividends than ISIVX: FWMMX (1.38) vs ISIVX (0.92). FWMMX was incepted earlier than ISIVX: FWMMX (6 years) vs ISIVX (17 years). ISIVX (0.80) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. ISIVX (7.00). ISIVX has a lower initial minimum investment than FWMMX: ISIVX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 2.05 vs. ISIVX (-33.01). FWMMX return over 5 years is better than : 29.94 vs. ISIVX (-32.89).
| FWMMX | ISIVX | FWMMX / ISIVX | |
| Total Expense Ratio | 0.35 | 0.80 | 44% |
| Annual Report Gross Expense Ratio | 0.35 | 0.80 | 44% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 4.471 | -35.598 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.95B | 7,400% |
| Annual Yield % from dividends | 1.38 | 0.92 | 151% |
| Returns for 1 year | 2.05 | -33.01 | -6% |
| Returns for 3 years | 30.09 | -18.11 | -166% |
| Returns for 5 years | 29.94 | -32.89 | -91% |
| Returns for 10 years | N/A | 9.40 | - |
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