Interact to see
Advertisement
Advertisement
FWMIX vs SVIIX
FWMIX vs SVIIX Comparison
Open Charts FWMIX vs SVIIX
FWMIX vs SVIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. SVIIX commentary
Sep 12, 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: 218B vs. SVIIX (267M). SVIIX pays higher dividends than FWMIX: SVIIX (2.51) vs FWMIX (1.46). FWMIX was incepted earlier than SVIIX: FWMIX (10 years) vs SVIIX (34 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 (32.00). SVIIX has a lower initial minimum investment than FWMIX: SVIIX (2500) vs FWMIX (1000000). SVIIX annual gain was more profitable for investors over the last year : 5.50 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. SVIIX (-25.35).
| 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 | 34 years | - |
| Gain YTD | 4.550 | 14.661 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 267M | 81,648% |
| Annual Yield % from dividends | 1.46 | 2.51 | 58% |
| Returns for 1 year | 2.14 | 5.50 | 39% |
| Returns for 3 years | 30.43 | 10.88 | 280% |
| Returns for 5 years | 27.65 | -25.35 | -109% |
| Returns for 10 years | N/A | -23.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement