FWGIX
Price
$82.43
Change
-$0.56 (-0.67%)
Updated
Jun 3 closing price
Net Assets
151.89B
SMYIX
Price
$30.61
Change
-$0.17 (-0.55%)
Updated
Jun 3 closing price
Net Assets
628.7M
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FWGIX vs SMYIX

Header iconFWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIXBanner chart's image
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Jun 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 152B vs. SMYIX (629M). FWGIX pays higher dividends than SMYIX: FWGIX (1.61) 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. FWGIX annual gain was more profitable for investors over the last year : 23.47 vs. SMYIX (20.02). SMYIX return over 5 years is better than : 53.82 vs. FWGIX (37.51).
FWGIXSMYIXFWGIX / SMYIX
Total Expense Ratio0.410.9543%
Annual Report Gross Expense Ratio0.410.9643%
Fund Existence9 years23 years-
Gain YTD16.5759.694171%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets152B629M24,165%
Annual Yield % from dividends1.610.66244%
Returns for 1 year23.4720.02117%
Returns for 3 years57.4375.5576%
Returns for 5 years37.5153.8270%
Returns for 10 yearsN/A155.05-
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