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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$37.57
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets309.01M
FXAIX vs WFIVX Comparison Chart in %
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FXAIX vs. WFIVX commentary
Oct 07, 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: 723B vs. WFIVX (309M). FXAIX pays higher dividends than WFIVX: FXAIX (1.12) vs WFIVX (0.69). FXAIX was incepted earlier than WFIVX: FXAIX (14 years) vs WFIVX (27 years). WFIVX (0.56) is less costly to investors than FXAIX (0.01). FXAIX (2.00) and WFIVX (2.00) have comparable annual turnover. 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 : 18.27 vs. WFIVX (15.08). FXAIX return over 5 years is better than : 111.45 vs. WFIVX (57.38).
| FXAIX | WFIVX | FXAIX / WFIVX | |
| Total Expense Ratio | 0.01 | 0.56 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.56 | 3% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 15.285 | 14.395 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 309M | 233,981% |
| Annual Yield % from dividends | 1.12 | 0.69 | 163% |
| Returns for 1 year | 18.27 | 15.08 | 121% |
| Returns for 3 years | 92.76 | 68.61 | 135% |
| Returns for 5 years | 111.45 | 57.38 | 194% |
| Returns for 10 years | 267.13 | 134.83 | 198% |
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