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FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
FWCGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 160B vs. SMYIX (638M). FWCGX pays higher dividends than SMYIX: FWCGX (1.57) vs SMYIX (0.66). FWCGX was incepted earlier than SMYIX: FWCGX (6 years) vs SMYIX (23 years). SMYIX (0.96) is less costly to investors than FWCGX (0.46). FWCGX is a more actively managed with annual turnover of: 44.00 vs. SMYIX (31.00). FWCGX has a lower initial minimum investment than SMYIX: FWCGX (250) vs SMYIX (1000000). FWCGX annual gain was more profitable for investors over the last year : 22.25 vs. SMYIX (21.15). SMYIX return over 5 years is better than : 55.87 vs. FWCGX (40.26).
| FWCGX | SMYIX | FWCGX / SMYIX | |
| Total Expense Ratio | 0.46 | 0.95 | 48% |
| Annual Report Gross Expense Ratio | 0.46 | 0.96 | 48% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.808 | 9.694 | 163% |
| 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 | 1.57 | 0.66 | 238% |
| Returns for 1 year | 22.25 | 21.15 | 105% |
| Returns for 3 years | 54.69 | 74.39 | 74% |
| Returns for 5 years | 40.26 | 55.87 | 72% |
| Returns for 10 years | N/A | 168.68 | - |
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