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FWMMX vs TAGRX
FWMMX vs TAGRX Comparison
Open Charts FWMMX vs TAGRX
FWMMX vs TAGRX Comparison Chart in %
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FWMMX vs. TAGRX 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 FWMMX is a Buy and TAGRX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. TAGRX (5.88B). FWMMX pays higher dividends than TAGRX: FWMMX (1.38) vs TAGRX (0.22). FWMMX was incepted earlier than TAGRX: FWMMX (6 years) vs TAGRX (42 years). TAGRX (1.02) is less costly to investors than FWMMX (0.35). TAGRX is a more actively managed with annual turnover of: 49.00 vs. FWMMX (32.00). FWMMX has a lower initial minimum investment than TAGRX: FWMMX (250) vs TAGRX (1000). FWMMX annual gain was more profitable for investors over the last year : 2.05 vs. TAGRX (-4.47). FWMMX return over 5 years is better than : 29.94 vs. TAGRX (-8.48).
| FWMMX | TAGRX | FWMMX / TAGRX | |
| Total Expense Ratio | 0.35 | 1.01 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.02 | 34% |
| Fund Existence | 6 years | 42 years | - |
| Gain YTD | 4.471 | 4.071 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 5.88B | 3,711% |
| Annual Yield % from dividends | 1.38 | 0.22 | 635% |
| Returns for 1 year | 2.05 | -4.47 | -46% |
| Returns for 3 years | 30.09 | 13.74 | 219% |
| Returns for 5 years | 29.94 | -8.48 | -353% |
| Returns for 10 years | N/A | 62.46 | - |
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