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FWWMX vs SDVSX
FWWMX vs SDVSX Comparison
Open Charts FWWMX vs SDVSX
FWWMX vs SDVSX Comparison Chart in %
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FWWMX vs. SDVSX commentary
Sep 12, 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 FWWMX is a Buy and SDVSX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. SDVSX (244M). FWWMX pays higher dividends than SDVSX: FWWMX (1.41) vs SDVSX (0.66). 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: 43.80 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 : 3.25 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. SDVSX (6.78).
| FWWMX | SDVSX | FWWMX / SDVSX | |
| Total Expense Ratio | 0.31 | 0.95 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 4.506 | 8.443 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 244M | 89,344% |
| Annual Yield % from dividends | 1.41 | 0.66 | 214% |
| Returns for 1 year | 2.09 | 3.25 | 64% |
| Returns for 3 years | 30.23 | 29.64 | 102% |
| Returns for 5 years | 30.17 | 6.78 | 445% |
| Returns for 10 years | N/A | 28.90 | - |
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