Interact to see
Advertisement
Advertisement
FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$33.37
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets277.51M
FXAIX vs WFIVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. WFIVX commentary
Jun 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: 634B vs. WFIVX (278M). FXAIX pays higher dividends than WFIVX: FXAIX (1.26) vs WFIVX (0.78). 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 : 12.43 vs. WFIVX (9.32). FXAIX return over 5 years is better than : 100.49 vs. WFIVX (50.04).
| 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 | 1.537 | 0.917 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 278M | 228,058% |
| Annual Yield % from dividends | 1.26 | 0.78 | 161% |
| Returns for 1 year | 12.43 | 9.32 | 133% |
| Returns for 3 years | 49.35 | 31.26 | 158% |
| Returns for 5 years | 100.49 | 50.04 | 201% |
| Returns for 10 years | 212.02 | 101.18 | 210% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement