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FUEPX vs WBIIX
FUEPX vs WBIIX Comparison
Open Charts FUEPX vs WBIIX
FUEPX vs WBIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 137B vs. WBIIX (765M). FUEPX pays higher dividends than WBIIX: FUEPX (2.63) vs WBIIX (1.14). FUEPX was incepted earlier than WBIIX: FUEPX (6 years) vs WBIIX (24 years). WBIIX (0.91) is less costly to investors than FUEPX (0.59). WBIIX is a more actively managed with annual turnover of: 79.00 vs. FUEPX (35.00). FUEPX has a lower initial minimum investment than WBIIX: FUEPX (250) vs WBIIX (500000). FUEPX annual gain was more profitable for investors over the last year : 15.15 vs. WBIIX (10.51). FUEPX return over 5 years is better than : 0.78 vs. WBIIX (-21.16).
| FUEPX | WBIIX | FUEPX / WBIIX | |
| Total Expense Ratio | 0.59 | 0.85 | 69% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 11.690 | 14.903 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 765M | 17,908% |
| Annual Yield % from dividends | 2.63 | 1.14 | 231% |
| Returns for 1 year | 15.15 | 10.51 | 144% |
| Returns for 3 years | 33.25 | 21.22 | 157% |
| Returns for 5 years | 0.78 | -21.16 | -4% |
| Returns for 10 years | N/A | 21.60 | - |
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