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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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FWWMX vs. USRTX commentary
Sep 13, 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 USRTX is a Hold.
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 218B vs. USRTX (740M). FWWMX pays higher dividends than USRTX: FWWMX (1.41) vs USRTX (0.15). FWWMX was incepted earlier than USRTX: FWWMX (6 years) vs USRTX (7 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 (32.00). 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 : 5.26 vs. FWWMX (2.09). FWWMX return over 5 years is better than : 30.17 vs. USRTX (9.78).
| 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 | 7 years | - |
| Gain YTD | 4.506 | 9.559 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 740M | 29,459% |
| Annual Yield % from dividends | 1.41 | 0.15 | 918% |
| Returns for 1 year | 2.09 | 5.26 | 40% |
| Returns for 3 years | 30.23 | 31.37 | 96% |
| Returns for 5 years | 30.17 | 9.78 | 309% |
| Returns for 10 years | N/A | N/A | - |
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