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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
Aug 22, 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 SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SVIIX (274M). SVIIX pays higher dividends than FWMIX: SVIIX (2.56) vs FWMIX (1.47). 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 : 9.19 vs. FWMIX (7.46). FWMIX return over 5 years is better than : 29.70 vs. SVIIX (-23.08).
| 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 | 6.746 | 17.287 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 274M | 79,562% |
| Annual Yield % from dividends | 1.47 | 2.56 | 57% |
| Returns for 1 year | 7.46 | 9.19 | 81% |
| Returns for 3 years | 34.53 | 13.30 | 260% |
| Returns for 5 years | 29.70 | -23.08 | -129% |
| Returns for 10 years | N/A | -23.48 | - |
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