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FWWMX vs JRSDX
FWWMX vs JRSDX Comparison
Open Charts FWWMX vs JRSDX
FWWMX vs JRSDX Comparison Chart in %
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FWWMX vs. JRSDX 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 FWWMX is a Buy and JRSDX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. JRSDX (621M). FWWMX pays higher dividends than JRSDX: FWWMX (1.41) vs JRSDX (0.54). FWWMX was incepted earlier than JRSDX: FWWMX (6 years) vs JRSDX (12 years). JRSDX (0.70) is less costly to investors than FWWMX (0.31). JRSDX is a more actively managed with annual turnover of: 67.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than JRSDX: FWWMX (250) vs JRSDX (2500). FWWMX annual gain was more profitable for investors over the last year : 2.09 vs. JRSDX (-0.30). FWWMX return over 5 years is better than : 30.17 vs. JRSDX (-0.64).
| FWWMX | JRSDX | FWWMX / JRSDX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.70 | 44% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 4.506 | 6.318 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 621M | 35,105% |
| Annual Yield % from dividends | 1.41 | 0.54 | 263% |
| Returns for 1 year | 2.09 | -0.30 | -703% |
| Returns for 3 years | 30.23 | 35.04 | 86% |
| Returns for 5 years | 30.17 | -0.64 | -4,751% |
| Returns for 10 years | N/A | 54.78 | - |
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