Interact to see
Advertisement
Advertisement
FWMIX vs WSHFX
FWMIX vs WSHFX Comparison
Open Charts FWMIX vs WSHFX
FWMIX vs WSHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. WSHFX commentary
Jun 24, 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 Hold and WSHFX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX (218B) and WSHFX (218B) have equal amount of cash in the bank . FWMIX pays higher dividends than WSHFX: FWMIX (1.45) vs WSHFX (1.14). FWMIX was incepted earlier than WSHFX: FWMIX (9 years) vs WSHFX (25 years). WSHFX (0.63) is less costly to investors than FWMIX (0.26). FWMIX (29.00) and WSHFX (29.00) have comparable annual turnover. WSHFX has a lower initial minimum investment than FWMIX: WSHFX (250) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 8.19 vs. WSHFX (7.75). FWMIX return over 5 years is better than : 27.81 vs. WSHFX (25.78).
| FWMIX | WSHFX | FWMIX / WSHFX | |
| Total Expense Ratio | 0.26 | 0.63 | 41% |
| Annual Report Gross Expense Ratio | 0.26 | 0.63 | 41% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.642 | 1.434 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 218B | 100% |
| Annual Yield % from dividends | 1.45 | 1.14 | 127% |
| Returns for 1 year | 8.19 | 7.75 | 106% |
| Returns for 3 years | 30.78 | 29.21 | 105% |
| Returns for 5 years | 27.81 | 25.78 | 108% |
| Returns for 10 years | N/A | 79.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers