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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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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. SRFMX (66.3M). FWWMX pays higher dividends than SRFMX: FWWMX (1.40) vs SRFMX (0.42). FWWMX was incepted earlier than SRFMX: FWWMX (6 years) vs SRFMX (12 years). SRFMX (0.84) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 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 : 8.15 vs. SRFMX (-15.81). FWWMX return over 5 years is better than : 30.36 vs. SRFMX (-28.50).
| 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 | 12 years | - |
| Gain YTD | 1.616 | 1.743 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 66.3M | 328,808% |
| Annual Yield % from dividends | 1.40 | 0.42 | 338% |
| Returns for 1 year | 8.15 | -15.81 | -52% |
| Returns for 3 years | 30.60 | -17.90 | -171% |
| Returns for 5 years | 30.36 | -28.50 | -107% |
| Returns for 10 years | N/A | 40.64 | - |
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