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FWWMX vs SRFMX
FWWMX vs SRFMX Comparison
Open Charts FWWMX vs SRFMX
FWWMX vs SRFMX Comparison Chart in %
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FWWMX vs. SRFMX 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 SRFMX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. SRFMX (68.5M). FWWMX pays higher dividends than SRFMX: FWWMX (1.41) vs SRFMX (0.37). FWWMX was incepted earlier than SRFMX: FWWMX (6 years) vs SRFMX (13 years). SRFMX (0.84) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 32.00 vs. SRFMX (12.00). FWWMX has a lower initial minimum investment than SRFMX: FWWMX (250) vs SRFMX (2500). FWWMX annual gain was more profitable for investors over the last year : 2.09 vs. SRFMX (-17.65). FWWMX return over 5 years is better than : 30.17 vs. SRFMX (-30.80).
| FWWMX | SRFMX | FWWMX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 4.506 | 5.006 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 68.5M | 318,248% |
| Annual Yield % from dividends | 1.41 | 0.37 | 385% |
| Returns for 1 year | 2.09 | -17.65 | -12% |
| Returns for 3 years | 30.23 | -18.09 | -167% |
| Returns for 5 years | 30.17 | -30.80 | -98% |
| Returns for 10 years | N/A | 39.37 | - |
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