FTAWX
Price
$14.75
Change
-$0.04 (-0.27%)
Updated
Sep 1 closing price
Net Assets
6.31B
WHGHX
Price
$10.32
Change
-$0.04 (-0.39%)
Updated
Sep 1 closing price
Net Assets
116.53M
Interact to see
Advertisement

FTAWX vs WHGHX

FTAWX vs WHGHX Comparison Chart in %
View a ticker or compare two or three
VS
FTAWX vs. WHGHX commentary
Sep 02, 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 FTAWX is a StrongBuy and WHGHX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 6.31B vs. WHGHX (117M). WHGHX pays higher dividends than FTAWX: WHGHX (5.58) vs FTAWX (2.75). FTAWX was incepted earlier than WHGHX: FTAWX (20 years) vs WHGHX (15 years). FTAWX (0.78) is less costly to investors than WHGHX (0.36). WHGHX is a more actively managed with annual turnover of: 66.00 vs. FTAWX (31.00). FTAWX has a lower initial minimum investment than WHGHX: FTAWX (0) vs WHGHX (100000). WHGHX annual gain was more profitable for investors over the last year : 8.95 vs. FTAWX (7.80). WHGHX return over 5 years is better than : 25.74 vs. FTAWX (13.05).
FTAWXWHGHXFTAWX / WHGHX
Total Expense Ratio0.760.27281%
Annual Report Gross Expense Ratio0.780.36217%
Fund Existence20 years15 years-
Gain YTD4.6755.17590%
Front Load6%N/A-
Min. Initial Investment0100000-
Min. Initial Investment IRA500N/A-
Net Assets6.31B117M5,391%
Annual Yield % from dividends2.755.5849%
Returns for 1 year7.808.9587%
Returns for 3 years24.8132.9975%
Returns for 5 years13.0525.7451%
Returns for 10 years35.0680.1944%
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 %
WSMDX31.17N/A
N/A
William Blair Small-Mid Cap Growth I
GVIRX20.55N/A
N/A
Goldman Sachs US Eq Div and Premium Inv
MEIKX54.73N/A
N/A
MFS Value R6
FDVKX14.72N/A
N/A
Fidelity Value Discovery K6
HWMZX73.56N/A
N/A
Hotchkis & Wiley Mid Cap Value Z