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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
Jun 24, 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 SVLCX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. SVLCX (3.1B). FWMIX pays higher dividends than SVLCX: FWMIX (1.45) vs SVLCX (0.68). 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 : 25.66 vs. FWMIX (8.19). SVLCX return over 5 years is better than : 46.56 vs. FWMIX (27.81).
| 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 | 1.642 | 13.019 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 3.1B | 7,035% |
| Annual Yield % from dividends | 1.45 | 0.68 | 212% |
| Returns for 1 year | 8.19 | 25.66 | 32% |
| Returns for 3 years | 30.78 | 51.77 | 59% |
| Returns for 5 years | 27.81 | 46.56 | 60% |
| Returns for 10 years | N/A | 112.73 | - |
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