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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 07, 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 (276M). SVIIX pays higher dividends than FWMIX: SVIIX (2.58) vs FWMIX (1.49). FWMIX was incepted earlier than SVIIX: FWMIX (9 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). SVIIX (6.27) and FWMIX (6.03) have marching annual gain over last year. FWMIX return over 5 years is better than : 28.86 vs. SVIIX (-26.27).
| FWMIX | SVIIX | FWMIX / SVIIX | |
| Total Expense Ratio | 0.26 | 1.24 | 21% |
| Annual Report Gross Expense Ratio | 0.26 | 1.25 | 21% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 4.179 | 13.020 | 32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 276M | 78,986% |
| Annual Yield % from dividends | 1.49 | 2.58 | 58% |
| Returns for 1 year | 6.03 | 6.27 | 96% |
| Returns for 3 years | 33.02 | 9.84 | 335% |
| Returns for 5 years | 28.86 | -26.27 | -110% |
| Returns for 10 years | N/A | -24.44 | - |
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