FWMMX has more cash in the bank: 218B vs. SPIIX (1.13B). FWMMX pays higher dividends than SPIIX: FWMMX (1.39) vs SPIIX (0.49). FWMMX was incepted earlier than SPIIX: FWMMX (6 years) vs SPIIX (24 years). SPIIX (0.79) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 32.00 vs. SPIIX (3.00). FWMMX has a lower initial minimum investment than SPIIX: FWMMX (250) vs SPIIX (100000). SPIIX annual gain was more profitable for investors over the last year : 12.01 vs. FWMMX (7.66). FWMMX return over 5 years is better than : 32.04 vs. SPIIX (26.01).

	FWMMX	SPIIX	FWMMX / SPIIX
Total Expense Ratio	0.35	0.65	54%
Annual Report Gross Expense Ratio	0.35	0.79	44%
Fund Existence	6 years	24 years	-
Gain YTD	7.484	13.993	53%
Front Load	N/A	N/A	-
Min. Initial Investment	250	100000	0%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	218B	1.13B	19,224%
Annual Yield % from dividends	1.39	0.49	285%
Returns for 1 year	7.66	12.01	64%
Returns for 3 years	33.92	44.50	76%
Returns for 5 years	32.04	26.01	123%
Returns for 10 years	N/A	136.61	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
NBHCX	16.89	0.08	+0.48%
Neuberger Equity Income C
PPAEX	24.49	0.05	+0.20%
GMO U.S. Opportunistic Value I
FKKSX	52.45	0.06	+0.11%
Federated Hermes Kaufmann Small Cap R
JHEQX	35.93	0.04	+0.11%
JPMorgan Hedged Equity I
ESGIX	18.73	-0.02	-0.11%
Dana Epiphany Equity Inst