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FCWGX vs SMYIX
FCWGX vs SMYIX Comparison
Open Charts FCWGX vs SMYIX
FCWGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 160B vs. SMYIX (638M). FCWGX pays higher dividends than SMYIX: FCWGX (1.53) vs SMYIX (0.66). FCWGX was incepted earlier than SMYIX: FCWGX (6 years) vs SMYIX (23 years). SMYIX (0.96) is less costly to investors than FCWGX (0.51). FCWGX is a more actively managed with annual turnover of: 44.00 vs. SMYIX (31.00). FCWGX has a lower initial minimum investment than SMYIX: FCWGX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 21.15 vs. FCWGX (19.19). SMYIX return over 5 years is better than : 55.87 vs. FCWGX (36.51).
| FCWGX | SMYIX | FCWGX / SMYIX | |
| Total Expense Ratio | 0.51 | 0.95 | 54% |
| Annual Report Gross Expense Ratio | 0.51 | 0.96 | 53% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 13.561 | 9.694 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 638M | 25,078% |
| Annual Yield % from dividends | 1.53 | 0.66 | 232% |
| Returns for 1 year | 19.19 | 21.15 | 91% |
| Returns for 3 years | 51.56 | 74.39 | 69% |
| Returns for 5 years | 36.51 | 55.87 | 65% |
| Returns for 10 years | N/A | 168.68 | - |
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