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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: 214B vs. WVALX (644M). FWMMX pays higher dividends than WVALX: FWMMX (1.37) 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). WVALX is a more actively managed with annual turnover of: 31.00 vs. FWMMX (29.00). 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 : 8.07 vs. WVALX (-19.29). FWMMX return over 5 years is better than : 29.24 vs. WVALX (-28.88).
| 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 | 5.546 | -4.398 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 644M | 33,230% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 8.07 | -19.29 | -42% |
| Returns for 3 years | 32.96 | -13.39 | -246% |
| Returns for 5 years | 29.24 | -28.88 | -101% |
| Returns for 10 years | N/A | 4.74 | - |
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