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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
FWMMX vs MLVTX Comparison Chart in %
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FWMMX vs. MLVTX commentary
Sep 09, 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 MLVTX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. MLVTX (316M). FWMMX pays higher dividends than MLVTX: FWMMX (1.38) vs MLVTX (0.95). FWMMX was incepted earlier than MLVTX: FWMMX (6 years) vs MLVTX (13 years). MLVTX (0.60) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. MLVTX (23.00). MLVTX has a lower initial minimum investment than FWMMX: MLVTX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 4.32 vs. MLVTX (-3.06). FWMMX return over 5 years is better than : 30.14 vs. MLVTX (-10.36).
| FWMMX | MLVTX | FWMMX / MLVTX | |
| Total Expense Ratio | 0.35 | 0.57 | 61% |
| Annual Report Gross Expense Ratio | 0.35 | 0.60 | 58% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 5.182 | 8.727 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 316M | 68,987% |
| Annual Yield % from dividends | 1.38 | 0.95 | 145% |
| Returns for 1 year | 4.32 | -3.06 | -141% |
| Returns for 3 years | 31.12 | 7.28 | 427% |
| Returns for 5 years | 30.14 | -10.36 | -291% |
| Returns for 10 years | N/A | 72.34 | - |
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