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FWWMX vs JLVIX
FWWMX vs JLVIX Comparison
Open Charts FWWMX vs JLVIX
FWWMX vs JLVIX Comparison Chart in %
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FWWMX vs. JLVIX 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 FWWMX is a Buy and JLVIX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. JLVIX (5.88B). FWWMX pays higher dividends than JLVIX: FWWMX (1.41) vs JLVIX (0.41). FWWMX was incepted earlier than JLVIX: FWWMX (6 years) vs JLVIX (26 years). JLVIX (0.77) is less costly to investors than FWWMX (0.31). JLVIX is a more actively managed with annual turnover of: 49.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than JLVIX: FWWMX (250) vs JLVIX (250000). FWWMX annual gain was more profitable for investors over the last year : 2.09 vs. JLVIX (-3.50). FWWMX return over 5 years is better than : 30.17 vs. JLVIX (-5.14).
| FWWMX | JLVIX | FWWMX / JLVIX | |
| Total Expense Ratio | 0.31 | 0.76 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.77 | 40% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 4.506 | 4.219 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 5.88B | 3,711% |
| Annual Yield % from dividends | 1.41 | 0.41 | 343% |
| Returns for 1 year | 2.09 | -3.50 | -60% |
| Returns for 3 years | 30.23 | 16.74 | 181% |
| Returns for 5 years | 30.17 | -5.14 | -587% |
| Returns for 10 years | N/A | 70.83 | - |
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