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FNFWX vs SIVLX
FNFWX vs SIVLX Comparison
Open Charts FNFWX vs SIVLX
FNFWX vs SIVLX Comparison Chart in %
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FNFWX vs. SIVLX 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 FNFWX is a Buy and SIVLX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. SIVLX (162M). SIVLX pays higher dividends than FNFWX: SIVLX (3.14) vs FNFWX (1.15). FNFWX was incepted earlier than SIVLX: FNFWX (6 years) vs SIVLX (10 years). SIVLX (1.14) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 46.00 vs. SIVLX (11.00). FNFWX has a lower initial minimum investment than SIVLX: FNFWX (250) vs SIVLX (25000). FNFWX annual gain was more profitable for investors over the last year : 17.30 vs. SIVLX (15.64). SIVLX return over 5 years is better than : 60.21 vs. FNFWX (19.42).
| FNFWX | SIVLX | FNFWX / SIVLX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.14 | 61% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 16.477 | 12.367 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 162M | 55,556% |
| Annual Yield % from dividends | 1.15 | 3.14 | 37% |
| Returns for 1 year | 17.30 | 15.64 | 111% |
| Returns for 3 years | 54.15 | 52.62 | 103% |
| Returns for 5 years | 19.42 | 60.21 | 32% |
| Returns for 10 years | N/A | 143.32 | - |
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