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DWUSX vs FMNEX
DWUSX vs FMNEX Comparison
Open Charts DWUSX vs FMNEX
DFA World ex US Targeted Val Instl
Price$15.23
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets706.94M
Free Market International Eq Instl
Price$12.41
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.32B
DWUSX vs FMNEX Comparison Chart
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DWUSX vs. FMNEX commentary
Apr 03, 2025
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 DWUSX is a StrongBuy and FMNEX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.32B vs. DWUSX (707M). FMNEX pays higher dividends than DWUSX: FMNEX (3.39) vs DWUSX (2.91). DWUSX was incepted earlier than FMNEX: DWUSX (12 years) vs FMNEX (17 years). FMNEX (0.85) is less costly to investors than DWUSX (0.48). DWUSX is a more actively managed with annual turnover of: 20.00 vs. FMNEX (13.00). DWUSX (0) and FMNEX (0) have matching initial minimum investment requirements. FMNEX annual gain was more profitable for investors over the last year : 10.08 vs. DWUSX (8.87). FMNEX return over 5 years is better than : 101.68 vs. DWUSX (95.22).
| DWUSX | FMNEX | DWUSX / FMNEX | |
| Total Expense Ratio | 0.48 | 0.85 | 56% |
| Annual Report Gross Expense Ratio | 0.48 | 0.85 | 56% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 6.311 | 8.516 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 3.32B | 21% |
| Annual Yield % from dividends | 2.91 | 3.39 | 86% |
| Returns for 1 year | 8.87 | 10.08 | 88% |
| Returns for 3 years | 15.42 | 18.25 | 84% |
| Returns for 5 years | 95.22 | 101.68 | 94% |
| Returns for 10 years | 41.18 | 48.64 | 85% |
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