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FWWMX vs WVALX
FWWMX vs WVALX Comparison
Open Charts FWWMX vs WVALX
FWWMX vs WVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 219B vs. WVALX (635M). FWWMX pays higher dividends than WVALX: FWWMX (1.44) 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: 29.00 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 : 5.62 vs. WVALX (-22.57). FWWMX return over 5 years is better than : 30.89 vs. WVALX (-31.86).
| 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 | 4.135 | -4.096 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 635M | 34,488% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 5.62 | -22.57 | -25% |
| Returns for 3 years | 31.04 | -17.74 | -175% |
| Returns for 5 years | 30.89 | -31.86 | -97% |
| Returns for 10 years | N/A | 5.40 | - |
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