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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$34.66
Change-$0.28 (-0.80%)
VolumeN/A
Net Assets293.45M
FXAIX vs WFIVX Comparison Chart in %
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FXAIX vs. WFIVX commentary
Jul 08, 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: 666B vs. WFIVX (293M). FXAIX pays higher dividends than WFIVX: FXAIX (1.20) vs WFIVX (0.75). FXAIX was incepted earlier than WFIVX: FXAIX (14 years) vs WFIVX (26 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 : 14.28 vs. WFIVX (11.68). FXAIX return over 5 years is better than : 113.53 vs. WFIVX (59.81).
| 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 | 26 years | - |
| Gain YTD | 7.467 | 6.785 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 293M | 227,304% |
| Annual Yield % from dividends | 1.20 | 0.75 | 161% |
| Returns for 1 year | 14.28 | 11.68 | 122% |
| Returns for 3 years | 68.40 | 47.97 | 143% |
| Returns for 5 years | 113.53 | 59.81 | 190% |
| Returns for 10 years | 232.16 | 113.11 | 205% |
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