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FWMMX vs WVALX
FWMMX vs WVALX Comparison
Open Charts FWMMX vs WVALX
FWMMX vs WVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 219B vs. WVALX (640M). FWMMX pays higher dividends than WVALX: FWMMX (1.39) vs WVALX (0.00). FWMMX was incepted earlier than WVALX: FWMMX (6 years) vs WVALX (40 years). WVALX (1.03) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. WVALX (10.00). FWMMX has a lower initial minimum investment than WVALX: FWMMX (250) vs WVALX (2500). FWMMX annual gain was more profitable for investors over the last year : 6.98 vs. WVALX (-18.71). FWMMX return over 5 years is better than : 31.36 vs. WVALX (-31.15).
| FWMMX | WVALX | FWMMX / WVALX | |
| Total Expense Ratio | 0.35 | 1.03 | 34% |
| Annual Report Gross Expense Ratio | 0.35 | 1.03 | 34% |
| Fund Existence | 6 years | 40 years | - |
| Gain YTD | 4.996 | -1.327 | -377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 640M | 34,219% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 6.98 | -18.71 | -37% |
| Returns for 3 years | 27.89 | -17.51 | -159% |
| Returns for 5 years | 31.36 | -31.15 | -101% |
| Returns for 10 years | N/A | 8.16 | - |
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