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FWWMX vs LVAEX
FWWMX vs LVAEX Comparison
Open Charts FWWMX vs LVAEX
FWWMX vs LVAEX Comparison Chart in %
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FWWMX vs. LVAEX commentary
Sep 12, 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 LVAEX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. LVAEX (1.27B). FWWMX (1.41) and LVAEX (1.35) have matching dividends . FWWMX was incepted earlier than LVAEX: FWWMX (6 years) vs LVAEX (12 years). LVAEX (0.92) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 32.00 vs. LVAEX (12.00). FWWMX has a lower initial minimum investment than LVAEX: FWWMX (250) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 9.16 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. LVAEX (12.16).
| FWWMX | LVAEX | FWWMX / LVAEX | |
| Total Expense Ratio | 0.31 | 0.92 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.92 | 34% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 4.506 | 22.711 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.27B | 17,111% |
| Annual Yield % from dividends | 1.41 | 1.35 | 104% |
| Returns for 1 year | 2.09 | 9.16 | 23% |
| Returns for 3 years | 30.23 | 33.66 | 90% |
| Returns for 5 years | 30.17 | 12.16 | 248% |
| Returns for 10 years | N/A | 60.62 | - |
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