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EGOIX vs FWWMX
EGOIX vs FWWMX Comparison
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EGOIX vs FWWMX Comparison Chart in %
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EGOIX vs. FWWMX commentary
Aug 25, 2026
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 EGOIX is a StrongBuy and FWWMX is a Hold.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. EGOIX (1.31B). FWWMX pays higher dividends than EGOIX: FWWMX (1.42) vs EGOIX (0.31). EGOIX was incepted earlier than FWWMX: EGOIX (19 years) vs FWWMX (6 years). EGOIX (0.88) is less costly to investors than FWWMX (0.31). EGOIX is a more actively managed with annual turnover of: 41.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than EGOIX: FWWMX (250) vs EGOIX (1000000). EGOIX annual gain was more profitable for investors over the last year : 14.30 vs. FWWMX (6.51). FWWMX return over 5 years is better than : 31.47 vs. EGOIX (21.67).
| EGOIX | FWWMX | EGOIX / FWWMX | |
| Total Expense Ratio | 0.67 | 0.31 | 216% |
| Annual Report Gross Expense Ratio | 0.88 | 0.31 | 284% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 18.715 | 6.901 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 218B | 1% |
| Annual Yield % from dividends | 0.31 | 1.42 | 22% |
| Returns for 1 year | 14.30 | 6.51 | 219% |
| Returns for 3 years | 48.21 | 34.32 | 140% |
| Returns for 5 years | 21.67 | 31.47 | 69% |
| Returns for 10 years | 63.09 | N/A | - |
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