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FWWMX vs JRSIX
FWWMX vs JRSIX Comparison
Open Charts FWWMX vs JRSIX
FWWMX vs JRSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 219B vs. JRSIX (629M). FWWMX pays higher dividends than JRSIX: FWWMX (1.44) vs JRSIX (0.54). FWWMX was incepted earlier than JRSIX: FWWMX (6 years) vs JRSIX (21 years). JRSIX (0.65) is less costly to investors than FWWMX (0.31). JRSIX is a more actively managed with annual turnover of: 113.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than JRSIX: FWWMX (250) vs JRSIX (2500). FWWMX (5.62) and JRSIX (5.34) have marching annual gain over last year. FWWMX return over 5 years is better than : 30.89 vs. JRSIX (5.10).
| FWWMX | JRSIX | FWWMX / JRSIX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.65 | 48% |
| Fund Existence | 6 years | 21 years | - |
| Gain YTD | 4.135 | 6.639 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 629M | 34,817% |
| Annual Yield % from dividends | 1.44 | 0.54 | 269% |
| Returns for 1 year | 5.62 | 5.34 | 105% |
| Returns for 3 years | 31.04 | 34.62 | 90% |
| Returns for 5 years | 30.89 | 5.10 | 605% |
| Returns for 10 years | N/A | 49.36 | - |
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