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FIWGX vs WCPBX
FIWGX vs WCPBX Comparison
Open Charts FIWGX vs WCPBX
Strategic Advisers Fidelity Core
Price$9.03
Change-$0.05 (-0.55%)
VolumeN/A
Net Assets75.56B
Weitz Core Plus Income Institutional
Price$9.52
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets3.38B
FIWGX vs WCPBX Comparison Chart
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FIWGX vs. WCPBX 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 WCPBX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 75.6B vs. WCPBX (3.38B). WCPBX pays higher dividends than FIWGX: WCPBX (5.20) vs FIWGX (4.34). FIWGX was incepted earlier than WCPBX: FIWGX (7 years) vs WCPBX (11 years). WCPBX (0.52) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. WCPBX (12.00). FIWGX has a lower initial minimum investment than WCPBX: FIWGX (0) vs WCPBX (1000000). FIWGX (4.75) and WCPBX (4.74) have marching annual gain over last year. WCPBX return over 5 years is better than : 7.68 vs. FIWGX (-2.85).
| FIWGX | WCPBX | FIWGX / WCPBX | |
| Total Expense Ratio | 0.17 | 0.45 | 38% |
| Annual Report Gross Expense Ratio | 0.42 | 0.52 | 81% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 2.701 | 2.460 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6B | 3.38B | 2,239% |
| Annual Yield % from dividends | 4.34 | 5.20 | 83% |
| Returns for 1 year | 4.75 | 4.74 | 100% |
| Returns for 3 years | 7.22 | 10.37 | 70% |
| Returns for 5 years | -2.85 | 7.68 | -37% |
| Returns for 10 years | N/A | 31.98 | - |
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