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FWMMX vs USGRX
FWMMX vs USGRX Comparison
Open Charts FWMMX vs USGRX
FWMMX vs USGRX Comparison Chart in %
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FWMMX vs. USGRX commentary
Sep 12, 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 USGRX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. USGRX (2.31B). FWMMX pays higher dividends than USGRX: FWMMX (1.38) vs USGRX (0.82). FWMMX was incepted earlier than USGRX: FWMMX (6 years) vs USGRX (33 years). USGRX (0.86) is less costly to investors than FWMMX (0.35). USGRX is a more actively managed with annual turnover of: 61.00 vs. FWMMX (32.00). FWMMX has a lower initial minimum investment than USGRX: FWMMX (250) vs USGRX (3000). USGRX annual gain was more profitable for investors over the last year : 9.74 vs. FWMMX (2.05). FWMMX return over 5 years is better than : 29.94 vs. USGRX (10.89).
| FWMMX | USGRX | FWMMX / USGRX | |
| Total Expense Ratio | 0.35 | 0.86 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 0.86 | 41% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 4.471 | 13.459 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.31B | 9,454% |
| Annual Yield % from dividends | 1.38 | 0.82 | 167% |
| Returns for 1 year | 2.05 | 9.74 | 21% |
| Returns for 3 years | 30.09 | 35.74 | 84% |
| Returns for 5 years | 29.94 | 10.89 | 275% |
| Returns for 10 years | N/A | 51.14 | - |
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