FWMIX
Price
$68.95
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
WPLCX
Price
$21.76
Change
-$0.02 (-0.09%)
Updated
Aug 21 closing price
Net Assets
28.02M
Interact to see
Advertisement

FWMIX vs WPLCX

FWMIX vs WPLCX Comparison Chart in %
View a ticker or compare two or three
VS
FWMIX vs. WPLCX commentary
Aug 23, 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 StrongBuy and WPLCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. WPLCX (28M). FWMIX pays higher dividends than WPLCX: FWMIX (1.47) vs WPLCX (0.00). FWMIX was incepted earlier than WPLCX: FWMIX (10 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: 32.00 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 : 30.14 vs. FWMIX (7.57). WPLCX return over 5 years is better than : 46.36 vs. FWMIX (29.58).
FWMIXWPLCXFWMIX / WPLCX
Total Expense Ratio0.262.2112%
Annual Report Gross Expense Ratio0.262.2112%
Fund Existence10 years13 years-
Gain YTD6.65420.15533%
Front LoadN/AN/A-
Min. Initial Investment1000000200050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B28M778,571%
Annual Yield % from dividends1.470.00-
Returns for 1 year7.5730.1425%
Returns for 3 years34.3990.8838%
Returns for 5 years29.5846.3664%
Returns for 10 yearsN/A114.10-
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 %
VWNFX53.610.48
+0.90%
Vanguard Windsor II Inv
CCWIX23.110.16
+0.70%
Baird Chautauqua International Gr Instl
TCBIX9.880.04
+0.41%
Covered Bridge I
VRGEX39.310.05
+0.13%
Virtus Duff & Phelps Glb Rl Estt Secs R6
FZACX45.54N/A
N/A
Fidelity Advisor Diversified Stock Z