FSGEX
Price
$21.36
Change
+$0.19 (+0.90%)
Updated
Sep 11 closing price
Net Assets
77.04B
WLCTX
Price
$14.04
Change
+$0.03 (+0.21%)
Updated
Sep 11 closing price
Net Assets
249.92M
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FSGEX vs WLCTX

FSGEX vs WLCTX Comparison Chart in %
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FSGEX vs. WLCTX commentary
Sep 13, 2026

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 FSGEX is a Hold and WLCTX is a Hold.

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FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 77B vs. WLCTX (250M). FSGEX pays higher dividends than WLCTX: FSGEX (2.58) vs WLCTX (2.20). FSGEX was incepted earlier than WLCTX: FSGEX (17 years) vs WLCTX (19 years). WLCTX (1.76) is less costly to investors than FSGEX (0.01). WLCTX is a more actively managed with annual turnover of: 54.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than WLCTX: FSGEX (0) vs WLCTX (1000). FSGEX annual gain was more profitable for investors over the last year : 22.49 vs. WLCTX (11.13). FSGEX return over 5 years is better than : 55.03 vs. WLCTX (11.33).
FSGEXWLCTXFSGEX / WLCTX
Total Expense Ratio0.011.501%
Annual Report Gross Expense Ratio0.011.761%
Fund Existence17 years19 years-
Gain YTD15.68316.65394%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets77B250M30,800%
Annual Yield % from dividends2.582.20117%
Returns for 1 year22.4911.13202%
Returns for 3 years73.5249.50149%
Returns for 5 years55.0311.33486%
Returns for 10 years137.1379.49173%
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