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FWMMX vs JLCVX
FWMMX vs JLCVX Comparison
Open Charts FWMMX vs JLCVX
FWMMX vs JLCVX Comparison Chart in %
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FWMMX vs. JLCVX commentary
Sep 05, 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 Hold and JLCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. JLCVX (6.08B). FWMMX pays higher dividends than JLCVX: FWMMX (1.38) vs JLCVX (0.46). FWMMX was incepted earlier than JLCVX: FWMMX (6 years) vs JLCVX (17 years). JLCVX (0.71) is less costly to investors than FWMMX (0.35). JLCVX is a more actively managed with annual turnover of: 49.00 vs. FWMMX (32.00). JLCVX has a lower initial minimum investment than FWMMX: JLCVX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 5.45 vs. JLCVX (1.42). FWMMX return over 5 years is better than : 29.32 vs. JLCVX (-3.02).
| FWMMX | JLCVX | FWMMX / JLCVX | |
| Total Expense Ratio | 0.35 | 0.70 | 50% |
| Annual Report Gross Expense Ratio | 0.35 | 0.71 | 49% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 5.815 | 7.772 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 6.08B | 3,583% |
| Annual Yield % from dividends | 1.38 | 0.46 | 300% |
| Returns for 1 year | 5.45 | 1.42 | 384% |
| Returns for 3 years | 31.60 | 19.85 | 159% |
| Returns for 5 years | 29.32 | -3.02 | -971% |
| Returns for 10 years | N/A | 72.75 | - |
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