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FWMIX vs SVLCX
FWMIX vs SVLCX Comparison
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FWMIX vs SVLCX Comparison Chart in %
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FWMIX vs. SVLCX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. SVLCX (3.16B). FWMIX pays higher dividends than SVLCX: FWMIX (1.47) vs SVLCX (0.66). FWMIX was incepted earlier than SVLCX: FWMIX (10 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 : 25.70 vs. FWMIX (7.06). SVLCX return over 5 years is better than : 51.42 vs. FWMIX (29.03).
| FWMIX | SVLCX | FWMIX / SVLCX | |
| Total Expense Ratio | 0.26 | 1.60 | 16% |
| Annual Report Gross Expense Ratio | 0.26 | 1.82 | 14% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 5.060 | 16.091 | 31% |
| 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 | 6,924% |
| Annual Yield % from dividends | 1.47 | 0.66 | 222% |
| Returns for 1 year | 7.06 | 25.70 | 27% |
| Returns for 3 years | 28.21 | 47.27 | 60% |
| Returns for 5 years | 29.03 | 51.42 | 56% |
| Returns for 10 years | N/A | 108.15 | - |
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