FWMIX
Price
$67.24
Change
+$0.49 (+0.73%)
Updated
Jul 2 closing price
Net Assets
218.08B
WSHCX
Price
$65.82
Change
+$0.48 (+0.73%)
Updated
Jul 2 closing price
Net Assets
218.08B
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FWMIX vs WSHCX

FWMIX vs WSHCX Comparison Chart in %
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FWMIX vs. WSHCX commentary
Jul 06, 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 WSHCX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX (218B) and WSHCX (218B) have equal amount of cash in the bank . FWMIX pays higher dividends than WSHCX: FWMIX (1.49) vs WSHCX (0.54). FWMIX was incepted earlier than WSHCX: FWMIX (9 years) vs WSHCX (25 years). WSHCX (1.30) is less costly to investors than FWMIX (0.26). FWMIX (29.00) and WSHCX (29.00) have comparable annual turnover. WSHCX has a lower initial minimum investment than FWMIX: WSHCX (250) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.74 vs. WSHCX (5.46). FWMIX return over 5 years is better than : 28.14 vs. WSHCX (22.18).
FWMIXWSHCXFWMIX / WSHCX
Total Expense Ratio0.261.3020%
Annual Report Gross Expense Ratio0.261.3020%
Fund Existence9 years25 years-
Gain YTD4.0083.388118%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B218B100%
Annual Yield % from dividends1.490.54275%
Returns for 1 year6.745.46123%
Returns for 3 years30.8426.23118%
Returns for 5 years28.1422.18127%
Returns for 10 yearsN/A71.80-
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