Interact to see
Advertisement
Advertisement
FSMAX vs WFDRX
FSMAX vs WFDRX Comparison
Open Charts FSMAX vs WFDRX
FSMAX vs WFDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. WFDRX commentary
Aug 23, 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 WFDRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. WFDRX (751M). FSMAX pays higher dividends than WFDRX: FSMAX (0.50) vs WFDRX (0.00). FSMAX was incepted earlier than WFDRX: FSMAX (15 years) vs WFDRX (13 years). WFDRX (0.84) is less costly to investors than FSMAX (0.04). WFDRX is a more actively managed with annual turnover of: 74.00 vs. FSMAX (23.00). FSMAX (0) and WFDRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. WFDRX (-1.67). FSMAX return over 5 years is better than : 40.14 vs. WFDRX (-40.26).
| FSMAX | WFDRX | FSMAX / WFDRX | |
| Total Expense Ratio | 0.04 | 0.79 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.84 | 4% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 16.937 | 10.917 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 751M | 5,340% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | -1.67 | -1,419% |
| Returns for 3 years | 72.74 | 21.93 | 332% |
| Returns for 5 years | 40.14 | -40.26 | -100% |
| Returns for 10 years | 134.49 | 2.01 | 6,676% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UBPIX | 26.29 | 1.14 | +4.53% |
| ProFunds UltraLatin America Inv | |||
| PGOFX | 58.70 | 0.83 | +1.43% |
| Victory Pioneer Select Mid Cap Growth A | |||
| JDVIX | 19.60 | 0.24 | +1.24% |
| JHancock Disciplined Value Intl I | |||
| IHSRX | 29.40 | 0.15 | +0.51% |
| Hartford Small Company R3 | |||
| VREQX | 11.85 | -0.01 | -0.08% |
| NYLI CBRE Real Estate Class R6 | |||