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FEPUX vs WBIIX
FEPUX vs WBIIX Comparison
Open Charts FEPUX vs WBIIX
FEPUX vs WBIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. WBIIX (765M). FEPUX pays higher dividends than WBIIX: FEPUX (2.67) vs WBIIX (1.14). FEPUX was incepted earlier than WBIIX: FEPUX (6 years) vs WBIIX (24 years). WBIIX (0.91) is less costly to investors than FEPUX (0.52). WBIIX is a more actively managed with annual turnover of: 79.00 vs. FEPUX (35.00). FEPUX has a lower initial minimum investment than WBIIX: FEPUX (250) vs WBIIX (500000). FEPUX annual gain was more profitable for investors over the last year : 15.19 vs. WBIIX (10.51). FEPUX return over 5 years is better than : 1.01 vs. WBIIX (-21.16).
| FEPUX | WBIIX | FEPUX / WBIIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 0.91 | 57% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 11.703 | 14.903 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 765M | 17,908% |
| Annual Yield % from dividends | 2.67 | 1.14 | 234% |
| Returns for 1 year | 15.19 | 10.51 | 145% |
| Returns for 3 years | 33.46 | 21.22 | 158% |
| Returns for 5 years | 1.01 | -21.16 | -5% |
| Returns for 10 years | N/A | 21.60 | - |
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