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FWMIX vs WPLCX
FWMIX vs WPLCX Comparison
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FWMIX vs WPLCX Comparison Chart in %
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FWMIX vs. WPLCX 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 FWMIX is a Buy and WPLCX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. WPLCX (27.5M). FWMIX pays higher dividends than WPLCX: FWMIX (1.49) vs WPLCX (0.00). FWMIX was incepted earlier than WPLCX: FWMIX (9 years) vs WPLCX (13 years). WPLCX (2.21) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. WPLCX (3.80). WPLCX has a lower initial minimum investment than FWMIX: WPLCX (2000) vs FWMIX (1000000). WPLCX annual gain was more profitable for investors over the last year : 26.55 vs. FWMIX (5.80). WPLCX return over 5 years is better than : 35.85 vs. FWMIX (28.26).
| FWMIX | WPLCX | FWMIX / WPLCX | |
| Total Expense Ratio | 0.26 | 2.21 | 12% |
| Annual Report Gross Expense Ratio | 0.26 | 2.21 | 12% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.885 | 15.792 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 27.5M | 796,364% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.80 | 26.55 | 22% |
| Returns for 3 years | 29.34 | 75.48 | 39% |
| Returns for 5 years | 28.26 | 35.85 | 79% |
| Returns for 10 years | N/A | 111.43 | - |
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