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FWWMX vs IPLIX
FWWMX vs IPLIX Comparison
Open Charts FWWMX vs IPLIX
FWWMX vs IPLIX Comparison Chart in %
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FWWMX vs. IPLIX 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 FWWMX is a Buy and IPLIX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. IPLIX (940M). FWWMX pays higher dividends than IPLIX: FWWMX (1.41) vs IPLIX (0.59). FWWMX was incepted earlier than IPLIX: FWWMX (6 years) vs IPLIX (30 years). IPLIX (0.68) is less costly to investors than FWWMX (0.31). IPLIX is a more actively managed with annual turnover of: 63.00 vs. FWWMX (32.00). IPLIX has a lower initial minimum investment than FWWMX: IPLIX (0) vs FWWMX (250). IPLIX annual gain was more profitable for investors over the last year : 4.48 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. IPLIX (-2.29).
| FWWMX | IPLIX | FWWMX / IPLIX | |
| Total Expense Ratio | 0.31 | 0.55 | 56% |
| Annual Report Gross Expense Ratio | 0.31 | 0.68 | 46% |
| Fund Existence | 6 years | 30 years | - |
| Gain YTD | 4.506 | 0.854 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 940M | 23,191% |
| Annual Yield % from dividends | 1.41 | 0.59 | 239% |
| Returns for 1 year | 2.09 | 4.48 | 47% |
| Returns for 3 years | 30.23 | 33.27 | 91% |
| Returns for 5 years | 30.17 | -2.29 | -1,317% |
| Returns for 10 years | N/A | 51.85 | - |
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