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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 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 WFEIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. WFEIX (630M). 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 : 23.68 vs. WFEIX (1.69). FSMAX return over 5 years is better than : 40.14 vs. WFEIX (-26.02).
| 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 | 16.937 | 8.504 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 630M | 6,365% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | 1.69 | 1,400% |
| Returns for 3 years | 72.74 | 37.47 | 194% |
| Returns for 5 years | 40.14 | -26.02 | -154% |
| Returns for 10 years | 134.49 | 43.95 | 306% |
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