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FSMAX vs WFDDX
FSMAX vs WFDDX Comparison
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FSMAX vs WFDDX Comparison Chart in %
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FSMAX vs. WFDDX commentary
Jul 06, 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 WFDDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. WFDDX (805M). FSMAX pays higher dividends than WFDDX: FSMAX (0.48) vs WFDDX (0.00). FSMAX was incepted earlier than WFDDX: FSMAX (15 years) vs WFDDX (21 years). WFDDX (1.19) is less costly to investors than FSMAX (0.04). WFDDX is a more actively managed with annual turnover of: 74.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than WFDDX: FSMAX (0) vs WFDDX (1000000). FSMAX annual gain was more profitable for investors over the last year : 25.67 vs. WFDDX (4.08). FSMAX return over 5 years is better than : 35.59 vs. WFDDX (-42.37).
| FSMAX | WFDDX | FSMAX / WFDDX | |
| Total Expense Ratio | 0.04 | 1.14 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.19 | 3% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 16.937 | 17.440 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 805M | 5,404% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 25.67 | 4.08 | 630% |
| Returns for 3 years | 68.76 | 17.68 | 389% |
| Returns for 5 years | 35.59 | -42.37 | -84% |
| Returns for 10 years | 149.51 | 0.24 | 62,560% |
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