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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$33.94
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets293.17M
FXAIX vs WFIVX Comparison Chart
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FXAIX vs. WFIVX commentary
Jan 23, 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 Hold and WFIVX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. WFIVX (293M). 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 (1000). FXAIX annual gain was more profitable for investors over the last year : 26.43 vs. WFIVX (21.39). FXAIX return over 5 years is better than : 96.74 vs. WFIVX (46.84).
| 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 | 2.909 | 2.231 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 293M | 211,263% |
| Annual Yield % from dividends | 1.31 | 0.91 | 144% |
| Returns for 1 year | 26.43 | 21.39 | 124% |
| Returns for 3 years | 44.04 | 25.94 | 170% |
| Returns for 5 years | 96.74 | 46.84 | 207% |
| Returns for 10 years | 220.62 | 108.22 | 204% |