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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
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.
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).
| 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 | 16.575 | 9.694 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 629M | 24,165% |
| Annual Yield % from dividends | 1.61 | 0.66 | 244% |
| Returns for 1 year | 23.47 | 20.02 | 117% |
| Returns for 3 years | 57.43 | 75.55 | 76% |
| Returns for 5 years | 37.51 | 53.82 | 70% |
| Returns for 10 years | N/A | 155.05 | - |
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