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FSMAX vs WFEIX
FSMAX vs WFEIX Comparison
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FSMAX vs WFEIX Comparison Chart in %
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FSMAX vs. WFEIX commentary
Aug 03, 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 Buy and WFEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. WFEIX (612M). FSMAX pays higher dividends than WFEIX: FSMAX (0.50) vs WFEIX (0.00). FSMAX was incepted earlier than WFEIX: FSMAX (15 years) vs WFEIX (23 years). WFEIX (0.93) is less costly to investors than FSMAX (0.04). WFEIX is a more actively managed with annual turnover of: 69.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than WFEIX: FSMAX (0) vs WFEIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. WFEIX (-3.26). FSMAX return over 5 years is better than : 33.18 vs. WFEIX (-28.76).
| FSMAX | WFEIX | FSMAX / WFEIX | |
| Total Expense Ratio | 0.04 | 0.85 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.93 | 4% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.370 | 5.082 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 612M | 6,552% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | -3.26 | -631% |
| Returns for 3 years | 55.83 | 23.32 | 239% |
| Returns for 5 years | 33.18 | -28.76 | -115% |
| Returns for 10 years | 133.82 | 41.54 | 322% |
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