| FWMIX | SVFDX | FWMIX / SVFDX | |
| Total Expense Ratio | 0.26 | 1.60 | 16% |
| Annual Report Gross Expense Ratio | 0.26 | 4.74 | 5% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 1.535 | 4.572 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 4.29B | 4,847% |
| Annual Yield % from dividends | 1.49 | 1.29 | 116% |
| Returns for 1 year | 5.56 | 7.92 | 70% |
| Returns for 3 years | 30.73 | 24.57 | 125% |
| Returns for 5 years | 38.07 | 60.21 | 63% |
| Returns for 10 years | N/A | 151.05 | - |