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FWWMX vs LVOLX
FWWMX vs LVOLX Comparison
Open Charts FWWMX vs LVOLX
FWWMX vs LVOLX Comparison Chart in %
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FWWMX vs. LVOLX 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 LVOLX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. LVOLX (196M). FWWMX pays higher dividends than LVOLX: FWWMX (1.41) vs LVOLX (0.31). FWWMX was incepted earlier than LVOLX: FWWMX (6 years) vs LVOLX (11 years). LVOLX (1.23) is less costly to investors than FWWMX (0.31). LVOLX is a more actively managed with annual turnover of: 171.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than LVOLX: FWWMX (250) vs LVOLX (1000). LVOLX annual gain was more profitable for investors over the last year : 8.27 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. LVOLX (-11.15).
| FWWMX | LVOLX | FWWMX / LVOLX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 4.506 | 13.696 | 33% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 196M | 111,224% |
| Annual Yield % from dividends | 1.41 | 0.31 | 462% |
| Returns for 1 year | 2.09 | 8.27 | 25% |
| Returns for 3 years | 30.23 | 12.73 | 237% |
| Returns for 5 years | 30.17 | -11.15 | -271% |
| Returns for 10 years | N/A | 45.42 | - |
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