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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$29.83
Change+$0.50 (+1.70%)
VolumeN/A
Net Assets247.95M
FXAIX vs WFIVX Comparison Chart
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FXAIX vs. WFIVX commentary
Apr 25, 2025
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 FXAIX is a Buy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. WFIVX (248M). FXAIX pays higher dividends than WFIVX: FXAIX (1.30) vs WFIVX (0.82). FXAIX was incepted earlier than WFIVX: FXAIX (14 years) vs WFIVX (26 years). WFIVX (0.60) is less costly to investors than FXAIX (0.01). WFIVX is a more actively managed with annual turnover of: 5.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than WFIVX: FXAIX (0) vs WFIVX (1000). FXAIX annual gain was more profitable for investors over the last year : 5.67 vs. WFIVX (1.96). FXAIX return over 5 years is better than : 101.19 vs. WFIVX (51.84).
| FXAIX | WFIVX | FXAIX / WFIVX | |
| Total Expense Ratio | 0.01 | 0.60 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.60 | 3% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -9.758 | -10.361 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 248M | 241,129% |
| Annual Yield % from dividends | 1.30 | 0.82 | 158% |
| Returns for 1 year | 5.67 | 1.96 | 289% |
| Returns for 3 years | 29.58 | 13.32 | 222% |
| Returns for 5 years | 101.19 | 51.84 | 195% |
| Returns for 10 years | 173.23 | 75.92 | 228% |
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