FWWMX has more cash in the bank: 218B vs. WVALX (654M). FWWMX pays higher dividends than WVALX: FWWMX (1.42) vs WVALX (0.00). FWWMX was incepted earlier than WVALX: FWWMX (6 years) vs WVALX (40 years). WVALX (1.03) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 32.00 vs. WVALX (10.00). FWWMX has a lower initial minimum investment than WVALX: FWWMX (250) vs WVALX (2500). FWWMX annual gain was more profitable for investors over the last year : 7.53 vs. WVALX (-16.00). FWWMX return over 5 years is better than : 32.16 vs. WVALX (-29.65).

	FWWMX	WVALX	FWWMX / WVALX
Total Expense Ratio	0.31	1.03	30%
Annual Report Gross Expense Ratio	0.31	1.03	30%
Fund Existence	6 years	40 years	-
Gain YTD	6.623	1.676	395%
Front Load	N/A	N/A	-
Min. Initial Investment	250	2500	10%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	218B	654M	33,333%
Annual Yield % from dividends	1.42	0.00	-
Returns for 1 year	7.53	-16.00	-47%
Returns for 3 years	34.19	-12.30	-278%
Returns for 5 years	32.16	-29.65	-108%
Returns for 10 years	N/A	10.44	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
HAOYX	25.92	0.27	+1.05%
Hartford International Opportunities Y
ALTFX	138.62	1.21	+0.88%
AB Sustainable Global Thematic A
NSEIX	24.20	0.16	+0.67%
Nicholas Equity Income I
TRBCX	212.48	0.65	+0.31%
T. Rowe Price Blue Chip Growth
MDVZX	10.24	N/A	N/A
Manning & Napier Disciplined Value Z