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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
Jul 14, 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: 219B vs. SEGIX (71.2M). FWMIX pays higher dividends than SEGIX: FWMIX (1.49) 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 : 5.80 vs. SEGIX (-0.12). FWMIX return over 5 years is better than : 28.26 vs. SEGIX (-9.80).
| 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 | 3.885 | 7.027 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 71.2M | 307,584% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.80 | -0.12 | -4,669% |
| Returns for 3 years | 29.34 | -4.10 | -717% |
| Returns for 5 years | 28.26 | -9.80 | -288% |
| Returns for 10 years | N/A | 10.46 | - |
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