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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$34.31
Change+$0.17 (+0.50%)
VolumeN/A
CapitalizationN/A
FXAIX vs WFIVX Comparison Chart
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FXAIX vs. WFIVX commentary
Nov 23, 2024
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 StrongSell and WFIVX is a Sell.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. WFIVX (291M). 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 (250000). FXAIX annual gain was more profitable for investors over the last year : 32.84 vs. WFIVX (29.28). FXAIX return over 5 years is better than : 106.39 vs. WFIVX (54.08).
| 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 | 26.695 | 25.173 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 291M | 203,780% |
| Annual Yield % from dividends | 1.31 | 0.91 | 144% |
| Returns for 1 year | 32.84 | 29.28 | 112% |
| Returns for 3 years | 33.28 | 11.64 | 286% |
| Returns for 5 years | 106.39 | 54.08 | 197% |
| Returns for 10 years | 213.63 | 110.96 | 193% |