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FIWGX vs FKBAX
FIWGX vs FKBAX Comparison
Open Charts FIWGX vs FKBAX
Strategic Advisers Fidelity Core
Price$9.02
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets72.58B
Franklin Total Return A
Price$8.20
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets3.02B
FIWGX vs FKBAX Comparison Chart
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FIWGX vs. FKBAX commentary
May 14, 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: 72.6B vs. FKBAX (3.02B). FIWGX pays higher dividends than FKBAX: FIWGX (4.30) vs FKBAX (3.97). 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 : 5.46 vs. FKBAX (4.95). FKBAX return over 5 years is better than : 0.16 vs. FIWGX (-1.91).
| 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 | 1.790 | 1.338 | 134% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.6B | 3.02B | 2,401% |
| Annual Yield % from dividends | 4.30 | 3.97 | 108% |
| Returns for 1 year | 5.46 | 4.95 | 110% |
| Returns for 3 years | 6.49 | 4.84 | 134% |
| Returns for 5 years | -1.91 | 0.16 | -1,199% |
| Returns for 10 years | N/A | 10.26 | - |
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