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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$33.39
Change-$0.63 (-1.85%)
VolumeN/A
Net Assets287.34M
FXAIX vs WFIVX Comparison Chart
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FXAIX vs. WFIVX commentary
Feb 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 StrongBuy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. WFIVX (287M). 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 : 19.81 vs. WFIVX (18.10). FXAIX return over 5 years is better than : 94.76 vs. WFIVX (48.34).
| 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 | 2.419 | 3.973 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 287M | 222,648% |
| Annual Yield % from dividends | 1.31 | 0.91 | 144% |
| Returns for 1 year | 19.81 | 18.10 | 109% |
| Returns for 3 years | 46.26 | 30.35 | 152% |
| Returns for 5 years | 94.76 | 48.34 | 196% |
| Returns for 10 years | 208.81 | 105.15 | 199% |
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