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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Jul 14, 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 FWGIX is a Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 158B vs. SMYIX (648M). FWGIX pays higher dividends than SMYIX: FWGIX (1.63) vs SMYIX (0.66). FWGIX was incepted earlier than SMYIX: FWGIX (9 years) vs SMYIX (23 years). SMYIX (0.96) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 44.00 vs. SMYIX (31.00). FWGIX (1000000) and SMYIX (1000000) have matching initial minimum investment requirements. SMYIX annual gain was more profitable for investors over the last year : 17.51 vs. FWGIX (14.56). SMYIX return over 5 years is better than : 53.97 vs. FWGIX (33.13).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | 0.41 | 0.95 | 43% |
| Annual Report Gross Expense Ratio | 0.41 | 0.96 | 43% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.436 | 10.727 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 648M | 24,383% |
| Annual Yield % from dividends | 1.63 | 0.66 | 247% |
| Returns for 1 year | 14.56 | 17.51 | 83% |
| Returns for 3 years | 45.75 | 69.15 | 66% |
| Returns for 5 years | 33.13 | 53.97 | 61% |
| Returns for 10 years | N/A | 156.49 | - |
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