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FIWGX vs WCPBX
FIWGX vs WCPBX Comparison
Open Charts FIWGX vs WCPBX
Strategic Advisers Fidelity Core
Price$9.15
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets80.83B
Weitz Core Plus Income Institutional
Price$9.63
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets3.45B
FIWGX vs WCPBX Comparison Chart in %
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FIWGX vs. WCPBX commentary
Jul 05, 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: 80.8B vs. WCPBX (3.45B). WCPBX pays higher dividends than FIWGX: WCPBX (5.12) vs FIWGX (4.28). 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 (11.00). FIWGX has a lower initial minimum investment than WCPBX: FIWGX (0) vs WCPBX (1000000). FIWGX (6.14) and WCPBX (6.03) have marching annual gain over last year. WCPBX return over 5 years is better than : 9.14 vs. FIWGX (-2.73).
| 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 | 4.059 | 3.738 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 3.45B | 2,343% |
| Annual Yield % from dividends | 4.28 | 5.12 | 84% |
| Returns for 1 year | 6.14 | 6.03 | 102% |
| Returns for 3 years | 9.42 | 12.62 | 75% |
| Returns for 5 years | -2.73 | 9.14 | -30% |
| Returns for 10 years | N/A | 32.66 | - |
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