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FWWMX vs USBOX
FWWMX vs USBOX Comparison
Open Charts FWWMX vs USBOX
FWWMX vs USBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. USBOX (261M). FWWMX pays higher dividends than USBOX: FWWMX (1.44) vs USBOX (0.40). FWWMX was incepted earlier than USBOX: FWWMX (6 years) vs USBOX (41 years). USBOX (1.52) is less costly to investors than FWWMX (0.31). USBOX is a more actively managed with annual turnover of: 53.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than USBOX: FWWMX (250) vs USBOX (2500). FWWMX annual gain was more profitable for investors over the last year : 6.69 vs. USBOX (-10.47). FWWMX return over 5 years is better than : 30.69 vs. USBOX (-6.84).
| FWWMX | USBOX | FWWMX / USBOX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.52 | 20% |
| Fund Existence | 6 years | 41 years | - |
| Gain YTD | 3.980 | 6.720 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 261M | 83,525% |
| Annual Yield % from dividends | 1.44 | 0.40 | 356% |
| Returns for 1 year | 6.69 | -10.47 | -64% |
| Returns for 3 years | 30.65 | 7.82 | 392% |
| Returns for 5 years | 30.69 | -6.84 | -449% |
| Returns for 10 years | N/A | 35.07 | - |
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