| FWMIX | SVFYX | FWMIX / SVFYX | |
| Total Expense Ratio | 0.26 | 0.80 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.80 | 33% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 1.535 | 4.649 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 4.29B | 4,847% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 5.56 | 8.77 | 63% |
| Returns for 3 years | 30.73 | 27.23 | 113% |
| Returns for 5 years | 38.07 | 65.69 | 58% |
| Returns for 10 years | N/A | 169.43 | - |