FWWMX
Price
$68.99
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
SDVSX
Price
$18.47
Change
+$0.06 (+0.33%)
Updated
Aug 21 closing price
Net Assets
250.3M
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FWWMX vs SDVSX

FWWMX vs SDVSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. SDVSX (250M). FWWMX pays higher dividends than SDVSX: FWWMX (1.42) vs SDVSX (0.67). FWWMX was incepted earlier than SDVSX: FWWMX (6 years) vs SDVSX (20 years). SDVSX (0.95) is less costly to investors than FWWMX (0.31). SDVSX is a more actively managed with annual turnover of: 48.72 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than SDVSX: FWWMX (250) vs SDVSX (5000). SDVSX annual gain was more profitable for investors over the last year : 8.75 vs. FWWMX (7.53). FWWMX return over 5 years is better than : 32.16 vs. SDVSX (7.81).
FWWMXSDVSXFWWMX / SDVSX
Total Expense Ratio0.310.9533%
Annual Report Gross Expense Ratio0.310.9533%
Fund Existence6 years20 years-
Gain YTD6.62310.53763%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets218B250M87,200%
Annual Yield % from dividends1.420.67213%
Returns for 1 year7.538.7586%
Returns for 3 years34.1933.54102%
Returns for 5 years32.167.81412%
Returns for 10 yearsN/A27.61-
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