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FWMIX vs SVIIX
FWMIX vs SVIIX Comparison
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FWMIX vs SVIIX Comparison Chart in %
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FWMIX vs. SVIIX commentary
Jul 28, 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SVIIX (272M). SVIIX pays higher dividends than FWMIX: SVIIX (2.58) vs FWMIX (1.49). FWMIX was incepted earlier than SVIIX: FWMIX (10 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than FWMIX (0.26). SVIIX is a more actively managed with annual turnover of: 157.00 vs. FWMIX (29.00). SVIIX has a lower initial minimum investment than FWMIX: SVIIX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. SVIIX (3.89). FWMIX return over 5 years is better than : 29.08 vs. SVIIX (-26.56).
| FWMIX | SVIIX | FWMIX / SVIIX | |
| Total Expense Ratio | 0.26 | 1.24 | 21% |
| Annual Report Gross Expense Ratio | 0.26 | 1.25 | 21% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 4.735 | 12.582 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 272M | 80,515% |
| Annual Yield % from dividends | 1.49 | 2.58 | 58% |
| Returns for 1 year | 5.34 | 3.89 | 137% |
| Returns for 3 years | 27.76 | 4.36 | 636% |
| Returns for 5 years | 29.08 | -26.56 | -110% |
| Returns for 10 years | N/A | -25.79 | - |
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