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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 (699M). FWCGX pays higher dividends than SVTAX: FWCGX (1.58) vs SVTAX (0.96). 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 : 14.50 vs. SVTAX (0.50). FWCGX return over 5 years is better than : 35.97 vs. SVTAX (2.36).
| 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 | 13.422 | 4.468 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 699M | 22,604% |
| Annual Yield % from dividends | 1.58 | 0.96 | 165% |
| Returns for 1 year | 14.50 | 0.50 | 2,876% |
| Returns for 3 years | 45.52 | 15.05 | 303% |
| Returns for 5 years | 35.97 | 2.36 | 1,525% |
| Returns for 10 years | N/A | 14.45 | - |
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