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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$31.48
Change+$0.24 (+0.77%)
VolumeN/A
Net Assets265.11M
FXAIX vs WFIVX Comparison Chart
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FXAIX vs. WFIVX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. WFIVX (265M). 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 : 9.67 vs. WFIVX (5.90). FXAIX return over 5 years is better than : 144.41 vs. WFIVX (85.02).
| 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 | -3.913 | -4.523 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 265M | 225,660% |
| Annual Yield % from dividends | 1.30 | 0.82 | 158% |
| Returns for 1 year | 9.67 | 5.90 | 164% |
| Returns for 3 years | 29.74 | 13.38 | 222% |
| Returns for 5 years | 144.41 | 85.02 | 170% |
| Returns for 10 years | 197.21 | 91.48 | 216% |