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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: 214B vs. AIVSX (179B). FWWMX pays higher dividends than AIVSX: FWWMX (1.40) vs AIVSX (0.83). AIVSX was incepted earlier than FWWMX: AIVSX (92 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 : 14.24 vs. FWWMX (7.79). AIVSX return over 5 years is better than : 43.85 vs. FWWMX (29.04).
| AIVSX | FWWMX | AIVSX / FWWMX | |
| Total Expense Ratio | 0.55 | 0.31 | 177% |
| Annual Report Gross Expense Ratio | 0.55 | 0.31 | 177% |
| Fund Existence | 92 years | 6 years | - |
| Gain YTD | 10.301 | 5.818 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179B | 214B | 84% |
| Annual Yield % from dividends | 0.83 | 1.40 | 59% |
| Returns for 1 year | 14.24 | 7.79 | 183% |
| Returns for 3 years | 55.70 | 33.83 | 165% |
| Returns for 5 years | 43.85 | 29.04 | 151% |
| Returns for 10 years | 103.49 | N/A | - |
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