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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
Jun 24, 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 Hold and SEGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SEGIX (72M). FWMIX pays higher dividends than SEGIX: FWMIX (1.45) vs SEGIX (0.00). FWMIX was incepted earlier than SEGIX: FWMIX (9 years) vs SEGIX (27 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 : 8.19 vs. SEGIX (1.89). FWMIX return over 5 years is better than : 27.81 vs. SEGIX (-10.12).
| FWMIX | SEGIX | FWMIX / SEGIX | |
| Total Expense Ratio | 0.26 | 1.85 | 14% |
| Annual Report Gross Expense Ratio | 0.26 | 2.09 | 12% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 1.642 | 5.962 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 72M | 302,778% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 8.19 | 1.89 | 433% |
| Returns for 3 years | 30.78 | -0.91 | -3,376% |
| Returns for 5 years | 27.81 | -10.12 | -275% |
| Returns for 10 years | N/A | 15.51 | - |
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