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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
Jul 14, 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 (219B) and WSHFX (219B) have equal amount of cash in the bank . FWMIX pays higher dividends than WSHFX: FWMIX (1.49) vs WSHFX (1.16). FWMIX was incepted earlier than WSHFX: FWMIX (9 years) vs WSHFX (25 years). WSHFX (0.62) 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 : 5.80 vs. WSHFX (5.37). FWMIX return over 5 years is better than : 28.26 vs. WSHFX (26.24).
| FWMIX | WSHFX | FWMIX / WSHFX | |
| Total Expense Ratio | 0.26 | 0.62 | 42% |
| Annual Report Gross Expense Ratio | 0.26 | 0.62 | 42% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 3.885 | 3.653 | 106% |
| 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 | 1.16 | 128% |
| Returns for 1 year | 5.80 | 5.37 | 108% |
| Returns for 3 years | 29.34 | 27.82 | 105% |
| Returns for 5 years | 28.26 | 26.24 | 108% |
| Returns for 10 years | N/A | 74.59 | - |
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