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FSMAX vs WMGRX
FSMAX vs WMGRX Comparison
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FSMAX vs WMGRX Comparison Chart in %
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FSMAX vs. WMGRX commentary
Jul 14, 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 WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. WMGRX (2.88B). FSMAX pays higher dividends than WMGRX: FSMAX (0.48) vs WMGRX (0.00). FSMAX was incepted earlier than WMGRX: FSMAX (15 years) vs WMGRX (21 years). WMGRX (1.45) is less costly to investors than FSMAX (0.04). WMGRX is a more actively managed with annual turnover of: 43.00 vs. FSMAX (23.00). FSMAX (0) and WMGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. WMGRX (-10.45). FSMAX return over 5 years is better than : 39.12 vs. WMGRX (-44.85).
| FSMAX | WMGRX | FSMAX / WMGRX | |
| Total Expense Ratio | 0.04 | 1.29 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.45 | 2% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 15.913 | 2.087 | 762% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 2.88B | 1,513% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 24.38 | -10.45 | -233% |
| Returns for 3 years | 63.28 | -19.52 | -324% |
| Returns for 5 years | 39.12 | -44.85 | -87% |
| Returns for 10 years | 139.20 | 8.58 | 1,623% |
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