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FWWMX vs USGRX
FWWMX vs USGRX Comparison
Open Charts FWWMX vs USGRX
FWWMX vs USGRX Comparison Chart in %
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FWWMX vs. USGRX commentary
Sep 12, 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 USGRX is a Buy.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. USGRX (2.31B). FWWMX pays higher dividends than USGRX: FWWMX (1.41) vs USGRX (0.82). FWWMX was incepted earlier than USGRX: FWWMX (6 years) vs USGRX (33 years). USGRX (0.86) is less costly to investors than FWWMX (0.31). USGRX is a more actively managed with annual turnover of: 61.00 vs. FWWMX (32.00). FWWMX has a lower initial minimum investment than USGRX: FWWMX (250) vs USGRX (3000). USGRX annual gain was more profitable for investors over the last year : 9.74 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. USGRX (10.89).
| FWWMX | USGRX | FWWMX / USGRX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 4.506 | 13.459 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.31B | 9,454% |
| Annual Yield % from dividends | 1.41 | 0.82 | 171% |
| Returns for 1 year | 2.09 | 9.74 | 21% |
| Returns for 3 years | 30.23 | 35.74 | 85% |
| Returns for 5 years | 30.17 | 10.89 | 277% |
| Returns for 10 years | N/A | 51.14 | - |
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