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FIWGX vs WCPNX
FIWGX vs WCPNX Comparison
Open Charts FIWGX vs WCPNX
Strategic Advisers Fidelity Core
Price$9.11
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets71.72B
Weitz Core Plus Income Investor
Price$9.62
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets3.25B
FIWGX vs WCPNX Comparison Chart
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FIWGX vs. WCPNX commentary
Apr 29, 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: 71.7B vs. WCPNX (3.25B). WCPNX pays higher dividends than FIWGX: WCPNX (5.04) 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 (12.00). FIWGX has a lower initial minimum investment than WCPNX: FIWGX (0) vs WCPNX (2500). FIWGX (8.22) and WCPNX (7.89) have marching annual gain over last year. WCPNX return over 5 years is better than : 11.63 vs. FIWGX (-1.29).
| 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 | 2.326 | 2.145 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7B | 3.25B | 2,208% |
| Annual Yield % from dividends | 4.28 | 5.04 | 85% |
| Returns for 1 year | 8.22 | 7.89 | 104% |
| Returns for 3 years | 5.37 | 7.77 | 69% |
| Returns for 5 years | -1.29 | 11.63 | -11% |
| Returns for 10 years | N/A | 28.33 | - |