FSMAX
Price
$115.66
Change
+$1.23 (+1.07%)
Updated
Jun 2 closing price
Net Assets
42.73B
WFEIX
Price
$64.91
Change
+$0.21 (+0.32%)
Updated
Jun 2 closing price
Net Assets
636.4M
Interact to see
Advertisement

FSMAX vs WFEIX

Header iconFSMAX vs WFEIX Comparison
Open Charts FSMAX vs WFEIXBanner chart's image
FSMAX vs WFEIX Comparison Chart in %
View a ticker or compare two or three
VS
FSMAX vs. WFEIX 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 WFEIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. WFEIX (636M). 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 : 30.51 vs. WFEIX (6.58). FSMAX return over 5 years is better than : 37.00 vs. WFEIX (-16.64).
FSMAXWFEIXFSMAX / WFEIX
Total Expense Ratio0.040.854%
Annual Report Gross Expense Ratio0.040.934%
Fund Existence15 years23 years-
Gain YTD13.6687.457183%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.7B636M6,714%
Annual Yield % from dividends0.500.00-
Returns for 1 year30.516.58464%
Returns for 3 years71.5332.87218%
Returns for 5 years37.00-16.64-222%
Returns for 10 years141.3648.76290%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SHSSX67.76N/A
N/A
BlackRock Health Sciences Opps Instl
NMCAX16.83N/A
N/A
Voya MidCap Opportunities A
RSMVX12.97N/A
N/A
William Blair Small-Mid Cap Value R6
TMDIX17.49N/A
N/A
AMG TimesSquare Mid Cap Growth Z
IJMSX15.04N/A
N/A
VY® JPMorgan Mid Cap Value S