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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
FWGIX vs SVTAX Comparison Chart in %
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FWGIX 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 FWGIX is a Hold and SVTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 158B vs. SVTAX (709M). FWGIX pays higher dividends than SVTAX: FWGIX (1.61) vs SVTAX (0.91). FWGIX was incepted earlier than SVTAX: FWGIX (10 years) vs SVTAX (20 years). SVTAX (1.24) is less costly to investors than FWGIX (0.41). SVTAX is a more actively managed with annual turnover of: 78.00 vs. FWGIX (44.00). SVTAX has a lower initial minimum investment than FWGIX: SVTAX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 12.28 vs. SVTAX (1.86). FWGIX return over 5 years is better than : 38.25 vs. SVTAX (5.45).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | 0.41 | 1.08 | 38% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 17.299 | 7.890 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 709M | 22,285% |
| Annual Yield % from dividends | 1.61 | 0.91 | 177% |
| Returns for 1 year | 12.28 | 1.86 | 660% |
| Returns for 3 years | 58.70 | 20.87 | 281% |
| Returns for 5 years | 38.25 | 5.45 | 702% |
| Returns for 10 years | N/A | 19.02 | - |
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