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FWWMX vs SHAPX
FWWMX vs SHAPX Comparison
Open Charts FWWMX vs SHAPX
FWWMX vs SHAPX Comparison Chart in %
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FWWMX vs. SHAPX 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 SHAPX is a Hold.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. SHAPX (9.57B). FWWMX pays higher dividends than SHAPX: FWWMX (1.41) vs SHAPX (0.28). FWWMX was incepted earlier than SHAPX: FWWMX (6 years) vs SHAPX (57 years). SHAPX (0.91) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 32.00 vs. SHAPX (28.00). FWWMX has a lower initial minimum investment than SHAPX: FWWMX (250) vs SHAPX (1000). FWWMX annual gain was more profitable for investors over the last year : 2.09 vs. SHAPX (-4.75). FWWMX return over 5 years is better than : 30.17 vs. SHAPX (12.36).
| FWWMX | SHAPX | FWWMX / SHAPX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 6 years | 57 years | - |
| Gain YTD | 4.506 | 5.926 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.57B | 2,278% |
| Annual Yield % from dividends | 1.41 | 0.28 | 511% |
| Returns for 1 year | 2.09 | -4.75 | -44% |
| Returns for 3 years | 30.23 | 22.47 | 135% |
| Returns for 5 years | 30.17 | 12.36 | 244% |
| Returns for 10 years | N/A | 89.91 | - |
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