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FWMIX vs WSHFX
FWMIX vs WSHFX Comparison
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FWMIX vs WSHFX Comparison Chart in %
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FWMIX vs. WSHFX commentary
Sep 13, 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 WSHFX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX (218B) and WSHFX (218B) have equal amount of cash in the bank . FWMIX pays higher dividends than WSHFX: FWMIX (1.46) vs WSHFX (1.14). FWMIX was incepted earlier than WSHFX: FWMIX (10 years) vs WSHFX (26 years). WSHFX (0.62) is less costly to investors than FWMIX (0.26). FWMIX (32.00) and WSHFX (32.00) 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 : 2.14 vs. WSHFX (1.72). FWMIX return over 5 years is better than : 27.65 vs. WSHFX (25.63).
| FWMIX | WSHFX | FWMIX / WSHFX | |
| Total Expense Ratio | 0.26 | 0.62 | 42% |
| Annual Report Gross Expense Ratio | 0.26 | 0.62 | 42% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.550 | 4.259 | 107% |
| 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 | 1.46 | 1.14 | 128% |
| Returns for 1 year | 2.14 | 1.72 | 124% |
| Returns for 3 years | 30.43 | 28.87 | 105% |
| Returns for 5 years | 27.65 | 25.63 | 108% |
| Returns for 10 years | N/A | 79.25 | - |
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