Interact to see
Advertisement
Advertisement
FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
FWMMX vs MLVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMMX vs. MLVRX commentary
Aug 31, 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 MLVRX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. MLVRX (320M). FWMMX pays higher dividends than MLVRX: FWMMX (1.39) vs MLVRX (0.90). FWMMX was incepted earlier than MLVRX: FWMMX (6 years) vs MLVRX (13 years). MLVRX (0.68) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. MLVRX (23.00). MLVRX has a lower initial minimum investment than FWMMX: MLVRX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 5.80 vs. MLVRX (-1.78). FWMMX return over 5 years is better than : 30.32 vs. MLVRX (-9.18).
| FWMMX | MLVRX | FWMMX / MLVRX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.68 | 51% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 6.510 | 9.654 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 320M | 68,125% |
| Annual Yield % from dividends | 1.39 | 0.90 | 154% |
| Returns for 1 year | 5.80 | -1.78 | -325% |
| Returns for 3 years | 31.59 | 6.97 | 453% |
| Returns for 5 years | 30.32 | -9.18 | -330% |
| Returns for 10 years | N/A | 73.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers