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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
Jun 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 StrongBuy and WMGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. WMGRX (3.05B). FSMAX pays higher dividends than WMGRX: FSMAX (0.50) vs WMGRX (0.00). FSMAX was incepted earlier than WMGRX: FSMAX (15 years) vs WMGRX (20 years). WMGRX (1.45) is less costly to investors than FSMAX (0.04). WMGRX is a more actively managed with annual turnover of: 42.00 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 : 30.51 vs. WMGRX (-4.30). FSMAX return over 5 years is better than : 37.00 vs. WMGRX (-40.66).
| 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 | 20 years | - |
| Gain YTD | 13.668 | 3.510 | 389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 3.05B | 1,399% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.51 | -4.30 | -710% |
| Returns for 3 years | 71.53 | -11.95 | -599% |
| Returns for 5 years | 37.00 | -40.66 | -91% |
| Returns for 10 years | 141.36 | 12.59 | 1,123% |
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