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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
FWMMX vs MLVBX Comparison Chart in %
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FWMMX vs. MLVBX commentary
Sep 18, 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 MLVBX is a Hold.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. MLVBX (311M). FWMMX pays higher dividends than MLVBX: FWMMX (1.38) vs MLVBX (0.04). FWMMX was incepted earlier than MLVBX: FWMMX (6 years) vs MLVBX (13 years). MLVBX (1.68) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. MLVBX (23.00). FWMMX has a lower initial minimum investment than MLVBX: FWMMX (250) vs MLVBX (1000). FWMMX annual gain was more profitable for investors over the last year : 1.60 vs. MLVBX (-5.59). FWMMX return over 5 years is better than : 29.06 vs. MLVBX (-14.14).
| FWMMX | MLVBX | FWMMX / MLVBX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.68 | 21% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 3.435 | 6.232 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 311M | 70,096% |
| Annual Yield % from dividends | 1.38 | 0.04 | 3,366% |
| Returns for 1 year | 1.60 | -5.59 | -29% |
| Returns for 3 years | 28.70 | 1.90 | 1,512% |
| Returns for 5 years | 29.06 | -14.14 | -205% |
| Returns for 10 years | N/A | 54.45 | - |
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