FWMIX
Price
$65.71
Change
-$0.30 (-0.45%)
Updated
Jun 22 closing price
Net Assets
218.08B
WSHFX
Price
$65.35
Change
-$0.30 (-0.46%)
Updated
Jun 22 closing price
Net Assets
218.08B
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FWMIX vs WSHFX

FWMIX vs WSHFX Comparison Chart in %
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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.

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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).
FWMIXWSHFXFWMIX / WSHFX
Total Expense Ratio0.260.6341%
Annual Report Gross Expense Ratio0.260.6341%
Fund Existence9 years25 years-
Gain YTD1.6421.434115%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B218B100%
Annual Yield % from dividends1.451.14127%
Returns for 1 year8.197.75106%
Returns for 3 years30.7829.21105%
Returns for 5 years27.8125.78108%
Returns for 10 yearsN/A79.73-
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