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FIWGX vs WCPNX
FIWGX vs WCPNX Comparison
Open Charts FIWGX vs WCPNX
Strategic Advisers Fidelity Core
Price$9.10
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets80.83B
Weitz Core Plus Income Investor
Price$9.57
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets3.45B
FIWGX vs WCPNX Comparison Chart in %
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FIWGX vs. WCPNX commentary
Jul 19, 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 WCPNX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 80.8B vs. WCPNX (3.45B). WCPNX pays higher dividends than FIWGX: WCPNX (4.93) vs FIWGX (4.28). FIWGX was incepted earlier than WCPNX: FIWGX (7 years) vs WCPNX (11 years). WCPNX (0.79) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. WCPNX (11.00). FIWGX has a lower initial minimum investment than WCPNX: FIWGX (0) vs WCPNX (2500). WCPNX (3.76) and FIWGX (3.72) have marching annual gain over last year. WCPNX return over 5 years is better than : 6.74 vs. FIWGX (-4.37).
| FIWGX | WCPNX | FIWGX / WCPNX | |
| Total Expense Ratio | 0.17 | 0.65 | 26% |
| Annual Report Gross Expense Ratio | 0.42 | 0.79 | 53% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 3.038 | 2.778 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 3.45B | 2,340% |
| Annual Yield % from dividends | 4.28 | 4.93 | 87% |
| Returns for 1 year | 3.72 | 3.76 | 99% |
| Returns for 3 years | 8.69 | 11.25 | 77% |
| Returns for 5 years | -4.37 | 6.74 | -65% |
| Returns for 10 years | N/A | 29.99 | - |
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