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FWWMX vs IRLIX
FWWMX vs IRLIX Comparison
Open Charts FWWMX vs IRLIX
FWWMX vs IRLIX Comparison Chart in %
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FWWMX vs. IRLIX commentary
Sep 21, 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 Hold and IRLIX is a Hold.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. IRLIX (1.08B). FWWMX pays higher dividends than IRLIX: FWWMX (1.41) vs IRLIX (0.29). FWWMX was incepted earlier than IRLIX: FWWMX (6 years) vs IRLIX (19 years). IRLIX (1.12) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 32.00 vs. IRLIX (11.00). IRLIX has a lower initial minimum investment than FWWMX: IRLIX (0) vs FWWMX (250). IRLIX annual gain was more profitable for investors over the last year : 10.40 vs. FWWMX (1.33). IRLIX return over 5 years is better than : 62.95 vs. FWWMX (29.20).
| FWWMX | IRLIX | FWWMX / IRLIX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 3.401 | 6.541 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.08B | 20,279% |
| Annual Yield % from dividends | 1.41 | 0.29 | 488% |
| Returns for 1 year | 1.33 | 10.40 | 13% |
| Returns for 3 years | 28.99 | 66.15 | 44% |
| Returns for 5 years | 29.20 | 62.95 | 46% |
| Returns for 10 years | N/A | 231.91 | - |
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