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FWMMX vs SDVGX
FWMMX vs SDVGX Comparison
Open Charts FWMMX vs SDVGX
FWMMX vs SDVGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. SDVGX (242M). FWMMX pays higher dividends than SDVGX: FWMMX (1.37) vs SDVGX (0.92). FWMMX was incepted earlier than SDVGX: FWMMX (6 years) vs SDVGX (22 years). SDVGX (0.70) is less costly to investors than FWMMX (0.35). SDVGX is a more actively managed with annual turnover of: 48.72 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than SDVGX: FWMMX (250) vs SDVGX (100000). SDVGX annual gain was more profitable for investors over the last year : 12.68 vs. FWMMX (7.00). FWMMX return over 5 years is better than : 28.91 vs. SDVGX (12.28).
| FWMMX | SDVGX | FWMMX / SDVGX | |
| Total Expense Ratio | 0.35 | 0.70 | 50% |
| Annual Report Gross Expense Ratio | 0.35 | 0.70 | 50% |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 1.304 | 6.657 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 242M | 90,083% |
| Annual Yield % from dividends | 1.37 | 0.92 | 149% |
| Returns for 1 year | 7.00 | 12.68 | 55% |
| Returns for 3 years | 30.08 | 30.30 | 99% |
| Returns for 5 years | 28.91 | 12.28 | 235% |
| Returns for 10 years | N/A | 35.74 | - |
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