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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: 219B vs. SRFMX (68M). FWWMX pays higher dividends than SRFMX: FWWMX (1.44) vs SRFMX (0.38). 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 : 5.76 vs. SRFMX (-18.15). FWWMX return over 5 years is better than : 30.81 vs. SRFMX (-30.51).
| 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 | 3.857 | 3.062 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 68M | 322,059% |
| Annual Yield % from dividends | 1.44 | 0.38 | 377% |
| Returns for 1 year | 5.76 | -18.15 | -32% |
| Returns for 3 years | 29.16 | -19.76 | -148% |
| Returns for 5 years | 30.81 | -30.51 | -101% |
| Returns for 10 years | N/A | 34.45 | - |
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