FSMAX
Price
$115.25
Change
-$0.95 (-0.82%)
Updated
Jun 23 closing price
Net Assets
42.73B
WENRX
Price
$65.26
Change
-$1.21 (-1.82%)
Updated
Jun 23 closing price
Net Assets
643.77M
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FSMAX vs WENRX

FSMAX vs WENRX Comparison Chart in %
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FSMAX vs. WENRX commentary
Jun 24, 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 FSMAX is a Hold and WENRX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. WENRX (644M). FSMAX pays higher dividends than WENRX: FSMAX (0.50) vs WENRX (0.00). FSMAX was incepted earlier than WENRX: FSMAX (15 years) vs WENRX (12 years). WENRX (0.83) is less costly to investors than FSMAX (0.04). WENRX is a more actively managed with annual turnover of: 69.00 vs. FSMAX (23.00). FSMAX (0) and WENRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 29.23 vs. WENRX (5.68). FSMAX return over 5 years is better than : 33.65 vs. WENRX (-23.62).
FSMAXWENRXFSMAX / WENRX
Total Expense Ratio0.040.804%
Annual Report Gross Expense Ratio0.040.834%
Fund Existence15 years12 years-
Gain YTD15.4279.344165%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets42.7B644M6,630%
Annual Yield % from dividends0.500.00-
Returns for 1 year29.235.68515%
Returns for 3 years73.8334.58213%
Returns for 5 years33.65-23.62-142%
Returns for 10 years153.4755.56276%
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