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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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FWCGX vs. SVTAX commentary
Sep 22, 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 FWCGX is a Hold and SVTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 158B vs. SVTAX (709M). FWCGX pays higher dividends than SVTAX: FWCGX (1.57) vs SVTAX (0.91). 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 : 12.22 vs. SVTAX (1.86). FWCGX return over 5 years is better than : 41.18 vs. SVTAX (5.45).
| 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 | 17.271 | 7.890 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 709M | 22,285% |
| Annual Yield % from dividends | 1.57 | 0.91 | 173% |
| Returns for 1 year | 12.22 | 1.86 | 657% |
| Returns for 3 years | 58.43 | 20.87 | 280% |
| Returns for 5 years | 41.18 | 5.45 | 756% |
| Returns for 10 years | N/A | 19.02 | - |
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