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FWMIX vs WSHCX
FWMIX vs WSHCX Comparison
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FWMIX vs WSHCX Comparison Chart in %
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FWMIX vs. WSHCX commentary
Jul 26, 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.
FUNDAMENTALS
Fundamentals
FWMIX (219B) and WSHCX (219B) 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 (10 years) vs WSHCX (25 years). WSHCX (1.31) 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 : 5.44 vs. WSHCX (4.17). FWMIX return over 5 years is better than : 28.45 vs. WSHCX (22.46).
| FWMIX | WSHCX | FWMIX / WSHCX | |
| Total Expense Ratio | 0.26 | 1.31 | 20% |
| Annual Report Gross Expense Ratio | 0.26 | 1.31 | 20% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 4.411 | 3.718 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 219B | 100% |
| Annual Yield % from dividends | 1.49 | 0.54 | 275% |
| Returns for 1 year | 5.44 | 4.17 | 130% |
| Returns for 3 years | 27.62 | 23.12 | 119% |
| Returns for 5 years | 28.45 | 22.46 | 127% |
| Returns for 10 years | N/A | 68.16 | - |
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