Ad is loading...
FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$33.26
Change+$0.36 (+1.09%)
VolumeN/A
CapitalizationN/A
FXAIX vs WFIVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. WFIVX commentary
Dec 23, 2024
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 StrongBuy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. WFIVX (288M). FXAIX pays higher dividends than WFIVX: FXAIX (1.31) vs WFIVX (0.91). FXAIX was incepted earlier than WFIVX: FXAIX (14 years) vs WFIVX (26 years). WFIVX is a more actively managed with annual turnover of: 5.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than WFIVX: FXAIX (0) vs WFIVX (250000). FXAIX annual gain was more profitable for investors over the last year : 26.66 vs. WFIVX (21.95). FXAIX return over 5 years is better than : 99.23 vs. WFIVX (49.56).
| FXAIX | WFIVX | FXAIX / WFIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 26.019 | 21.343 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 288M | 219,444% |
| Annual Yield % from dividends | 1.31 | 0.91 | 144% |
| Returns for 1 year | 26.66 | 21.95 | 121% |
| Returns for 3 years | 33.60 | 16.97 | 198% |
| Returns for 5 years | 99.23 | 49.56 | 200% |
| Returns for 10 years | 209.84 | 102.95 | 204% |
View a ticker or compare two or three
VS
VS
Ad is loading...