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FWWMX vs TACLX
FWWMX vs TACLX Comparison
Open Charts FWWMX vs TACLX
FWWMX vs TACLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 214B vs. TACLX (320M). FWWMX pays higher dividends than TACLX: FWWMX (1.40) vs TACLX (0.31). FWWMX was incepted earlier than TACLX: FWWMX (6 years) vs TACLX (12 years). TACLX (1.34) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. TACLX (12.00). FWWMX has a lower initial minimum investment than TACLX: FWWMX (250) vs TACLX (2500). TACLX annual gain was more profitable for investors over the last year : 13.86 vs. FWWMX (8.11). FWWMX return over 5 years is better than : 29.47 vs. TACLX (27.44).
| FWWMX | TACLX | FWWMX / TACLX | |
| Total Expense Ratio | 0.31 | 1.04 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 5.572 | 8.403 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 320M | 66,875% |
| Annual Yield % from dividends | 1.40 | 0.31 | 456% |
| Returns for 1 year | 8.11 | 13.86 | 58% |
| Returns for 3 years | 33.10 | 36.97 | 90% |
| Returns for 5 years | 29.47 | 27.44 | 107% |
| Returns for 10 years | N/A | 123.06 | - |
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