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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
Aug 03, 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 SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 158B vs. SVTAX (706M). FWGIX pays higher dividends than SVTAX: FWGIX (1.64) vs SVTAX (0.92). 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 : 16.03 vs. SVTAX (3.16). FWGIX return over 5 years is better than : 35.10 vs. SVTAX (3.92).
| 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 | 14.241 | 7.034 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 706M | 22,380% |
| Annual Yield % from dividends | 1.64 | 0.92 | 178% |
| Returns for 1 year | 16.03 | 3.16 | 507% |
| Returns for 3 years | 45.68 | 17.29 | 264% |
| Returns for 5 years | 35.10 | 3.92 | 896% |
| Returns for 10 years | N/A | 16.86 | - |
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