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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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FWWMX vs. JRSIX 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 JRSIX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. JRSIX (621M). FWWMX pays higher dividends than JRSIX: FWWMX (1.41) vs JRSIX (0.53). 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: 67.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than JRSIX: FWWMX (250) vs JRSIX (2500). FWWMX annual gain was more profitable for investors over the last year : 2.09 vs. JRSIX (-0.05). FWWMX return over 5 years is better than : 30.17 vs. JRSIX (0.36).
| 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 | 4.506 | 6.311 | 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 | 0.53 | 266% |
| Returns for 1 year | 2.09 | -0.05 | -4,120% |
| Returns for 3 years | 30.23 | 35.71 | 85% |
| Returns for 5 years | 30.17 | 0.36 | 8,297% |
| Returns for 10 years | N/A | 56.10 | - |
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