Interact to see
Advertisement
Advertisement
FIWGX vs FKBAX
FIWGX vs FKBAX Comparison
Open Charts FIWGX vs FKBAX
Strategic Advisers Fidelity Core
Price$9.03
Change-$0.05 (-0.55%)
VolumeN/A
Net Assets75.56B
Franklin Total Return A
Price$8.20
Change-$0.04 (-0.49%)
VolumeN/A
Net Assets3.02B
FIWGX vs FKBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIWGX vs. FKBAX commentary
Jun 07, 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 FIWGX is a Hold and FKBAX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 75.6B vs. FKBAX (3.02B). FIWGX pays higher dividends than FKBAX: FIWGX (4.34) vs FKBAX (3.98). FIWGX was incepted earlier than FKBAX: FIWGX (7 years) vs FKBAX (27 years). FKBAX (0.94) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. FKBAX (100.79). FIWGX has a lower initial minimum investment than FKBAX: FIWGX (0) vs FKBAX (1000). FIWGX annual gain was more profitable for investors over the last year : 4.75 vs. FKBAX (4.03). FKBAX return over 5 years is better than : -2.13 vs. FIWGX (-2.85).
| FIWGX | FKBAX | FIWGX / FKBAX | |
| Total Expense Ratio | 0.17 | 0.74 | 23% |
| Annual Report Gross Expense Ratio | 0.42 | 0.94 | 45% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 2.701 | 2.075 | 130% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6B | 3.02B | 2,502% |
| Annual Yield % from dividends | 4.34 | 3.98 | 109% |
| Returns for 1 year | 4.75 | 4.03 | 118% |
| Returns for 3 years | 7.22 | 5.43 | 133% |
| Returns for 5 years | -2.85 | -2.13 | 134% |
| Returns for 10 years | N/A | 12.25 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement