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FWMIX vs SEGIX
FWMIX vs SEGIX Comparison
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FWMIX vs SEGIX Comparison Chart in %
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FWMIX vs. SEGIX 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 FWMIX is a Buy and SEGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SEGIX (71.1M). FWMIX pays higher dividends than SEGIX: FWMIX (1.47) vs SEGIX (0.00). FWMIX was incepted earlier than SEGIX: FWMIX (10 years) vs SEGIX (28 years). SEGIX (2.09) is less costly to investors than FWMIX (0.26). SEGIX is a more actively managed with annual turnover of: 61.00 vs. FWMIX (29.00). SEGIX has a lower initial minimum investment than FWMIX: SEGIX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.06 vs. SEGIX (0.92). FWMIX return over 5 years is better than : 29.03 vs. SEGIX (-9.95).
| FWMIX | SEGIX | FWMIX / SEGIX | |
| Total Expense Ratio | 0.26 | 1.85 | 14% |
| Annual Report Gross Expense Ratio | 0.26 | 2.09 | 12% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 5.060 | 7.533 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 71.1M | 308,017% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 7.06 | 0.92 | 764% |
| Returns for 3 years | 28.21 | -6.14 | -459% |
| Returns for 5 years | 29.03 | -9.95 | -292% |
| Returns for 10 years | N/A | 12.28 | - |
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