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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SEGIX (70.6M). FWMIX pays higher dividends than SEGIX: FWMIX (1.46) 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 (32.00). 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 : 2.14 vs. SEGIX (-2.54). FWMIX return over 5 years is better than : 27.65 vs. SEGIX (-8.97).
| 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 | 4.550 | 8.225 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 70.6M | 308,782% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 2.14 | -2.54 | -84% |
| Returns for 3 years | 30.43 | -2.31 | -1,319% |
| Returns for 5 years | 27.65 | -8.97 | -308% |
| Returns for 10 years | N/A | 12.43 | - |
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