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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
Sep 13, 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: 218B vs. SVLCX (3.24B). FWMIX pays higher dividends than SVLCX: FWMIX (1.46) vs SVLCX (0.65). 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). SVLCX is a more actively managed with annual turnover of: 43.00 vs. FWMIX (32.00). 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 : 20.74 vs. FWMIX (2.14). SVLCX return over 5 years is better than : 57.03 vs. FWMIX (27.65).
| 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 | 4.550 | 18.724 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 3.24B | 6,737% |
| Annual Yield % from dividends | 1.46 | 0.65 | 226% |
| Returns for 1 year | 2.14 | 20.74 | 10% |
| Returns for 3 years | 30.43 | 57.51 | 53% |
| Returns for 5 years | 27.65 | 57.03 | 48% |
| Returns for 10 years | N/A | 111.31 | - |
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