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FWWMX vs USRTX
FWWMX vs USRTX Comparison
Open Charts FWWMX vs USRTX
FWWMX vs USRTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. USRTX (779M). FWWMX pays higher dividends than USRTX: FWWMX (1.40) vs USRTX (0.16). FWWMX was incepted earlier than USRTX: FWWMX (6 years) vs USRTX (6 years). USRTX (1.17) is less costly to investors than FWWMX (0.31). USRTX is a more actively managed with annual turnover of: 134.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than USRTX: FWWMX (250) vs USRTX (2500). USRTX annual gain was more profitable for investors over the last year : 12.80 vs. FWWMX (8.15). FWWMX return over 5 years is better than : 30.36 vs. USRTX (15.05).
| FWWMX | USRTX | FWWMX / USRTX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.616 | 8.609 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 779M | 27,985% |
| Annual Yield % from dividends | 1.40 | 0.16 | 901% |
| Returns for 1 year | 8.15 | 12.80 | 64% |
| Returns for 3 years | 30.60 | 34.90 | 88% |
| Returns for 5 years | 30.36 | 15.05 | 202% |
| Returns for 10 years | N/A | N/A | - |
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