FSMAX
Price
$115.66
Change
+$1.23 (+1.07%)
Updated
Jun 2 closing price
Net Assets
42.73B
WENRX
Price
$65.55
Change
+$0.21 (+0.32%)
Updated
Jun 2 closing price
Net Assets
636.4M
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FSMAX vs WENRX

Header iconFSMAX vs WENRX Comparison
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FSMAX vs WENRX Comparison Chart in %
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FSMAX vs. WENRX commentary
Jun 04, 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 StrongBuy and WENRX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. WENRX (636M). 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 : 30.08 vs. WENRX (5.71). FSMAX return over 5 years is better than : 37.47 vs. WENRX (-17.02).
FSMAXWENRXFSMAX / WENRX
Total Expense Ratio0.040.804%
Annual Report Gross Expense Ratio0.040.834%
Fund Existence15 years12 years-
Gain YTD14.8907.485199%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets42.7B636M6,714%
Annual Yield % from dividends0.500.00-
Returns for 1 year30.085.71527%
Returns for 3 years73.3832.05229%
Returns for 5 years37.47-17.02-220%
Returns for 10 years143.9548.64296%
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