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FWMIX vs SVLCX
FWMIX vs SVLCX Comparison
Open Charts FWMIX vs SVLCX
FWMIX vs SVLCX Comparison Chart in %
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FWMIX vs. SVLCX 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 SVLCX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SVLCX (3.16B). FWMIX pays higher dividends than SVLCX: FWMIX (1.49) vs SVLCX (0.67). FWMIX was incepted earlier than SVLCX: FWMIX (9 years) vs SVLCX (27 years). SVLCX (1.82) is less costly to investors than FWMIX (0.26). FWMIX (29.00) and SVLCX (28.00) have comparable annual turnover. SVLCX has a lower initial minimum investment than FWMIX: SVLCX (2000) vs FWMIX (1000000). SVLCX annual gain was more profitable for investors over the last year : 23.31 vs. FWMIX (5.80). SVLCX return over 5 years is better than : 49.96 vs. FWMIX (28.26).
| FWMIX | SVLCX | FWMIX / SVLCX | |
| Total Expense Ratio | 0.26 | 1.60 | 16% |
| Annual Report Gross Expense Ratio | 0.26 | 1.82 | 14% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 3.885 | 15.097 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 3.16B | 6,926% |
| Annual Yield % from dividends | 1.49 | 0.67 | 223% |
| Returns for 1 year | 5.80 | 23.31 | 25% |
| Returns for 3 years | 29.34 | 49.11 | 60% |
| Returns for 5 years | 28.26 | 49.96 | 57% |
| Returns for 10 years | N/A | 105.56 | - |
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