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AIVSX vs FWWMX
AIVSX vs FWWMX Comparison
Open Charts AIVSX vs FWWMX
AIVSX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. AIVSX (186B). FWWMX pays higher dividends than AIVSX: FWWMX (1.44) vs AIVSX (0.84). AIVSX was incepted earlier than FWWMX: AIVSX (93 years) vs FWWMX (6 years). AIVSX (0.55) is less costly to investors than FWWMX (0.31). AIVSX is a more actively managed with annual turnover of: 34.00 vs. FWWMX (29.00). AIVSX (250) and FWWMX (250) have matching initial minimum investment requirements. AIVSX annual gain was more profitable for investors over the last year : 9.03 vs. FWWMX (6.69). AIVSX return over 5 years is better than : 40.95 vs. FWWMX (30.69).
| AIVSX | FWWMX | AIVSX / FWWMX | |
| Total Expense Ratio | 0.55 | 0.31 | 177% |
| Annual Report Gross Expense Ratio | 0.55 | 0.31 | 177% |
| Fund Existence | 93 years | 6 years | - |
| Gain YTD | 9.122 | 3.980 | 229% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186B | 218B | 85% |
| Annual Yield % from dividends | 0.84 | 1.44 | 58% |
| Returns for 1 year | 9.03 | 6.69 | 135% |
| Returns for 3 years | 48.41 | 30.65 | 158% |
| Returns for 5 years | 40.95 | 30.69 | 133% |
| Returns for 10 years | 101.71 | N/A | - |
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