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FWCGX vs SVTAX
FWCGX vs SVTAX Comparison
Open Charts FWCGX vs SVTAX
FWCGX vs SVTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 158B vs. SVTAX (706M). FWCGX pays higher dividends than SVTAX: FWCGX (1.60) vs SVTAX (0.92). FWCGX was incepted earlier than SVTAX: FWCGX (6 years) vs SVTAX (20 years). SVTAX (1.24) is less costly to investors than FWCGX (0.46). SVTAX is a more actively managed with annual turnover of: 78.00 vs. FWCGX (44.00). FWCGX has a lower initial minimum investment than SVTAX: FWCGX (250) vs SVTAX (100000). FWCGX annual gain was more profitable for investors over the last year : 15.97 vs. SVTAX (3.16). FWCGX return over 5 years is better than : 37.95 vs. SVTAX (3.92).
| FWCGX | SVTAX | FWCGX / SVTAX | |
| Total Expense Ratio | 0.46 | 1.08 | 43% |
| Annual Report Gross Expense Ratio | 0.46 | 1.24 | 37% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 14.213 | 7.034 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 706M | 22,380% |
| Annual Yield % from dividends | 1.60 | 0.92 | 173% |
| Returns for 1 year | 15.97 | 3.16 | 505% |
| Returns for 3 years | 45.44 | 17.29 | 263% |
| Returns for 5 years | 37.95 | 3.92 | 968% |
| Returns for 10 years | N/A | 16.86 | - |
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