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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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FWMMX vs. WVALX 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. WVALX (628M). FWMMX pays higher dividends than WVALX: FWMMX (1.38) 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: 32.00 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 : 2.05 vs. WVALX (-20.15). FWMMX return over 5 years is better than : 29.94 vs. WVALX (-32.48).
| 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 | 4.471 | -1.489 | -300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 628M | 34,713% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 2.05 | -20.15 | -10% |
| Returns for 3 years | 30.09 | -16.77 | -179% |
| Returns for 5 years | 29.94 | -32.48 | -92% |
| Returns for 10 years | N/A | 9.32 | - |
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