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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FXAIX vs WFIVX Comparison Chart in %
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FXAIX vs. WFIVX commentary
Jul 01, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. WFIVX (313M). FXAIX pays higher dividends than WFIVX: FXAIX (1.03) vs WFIVX (0.58). FXAIX was incepted earlier than WFIVX: FXAIX (15 years) vs WFIVX (27 years). WFIVX (0.56) is less costly to investors than FXAIX (0.01). 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 : 21.33 vs. WFIVX (11.99). FXAIX return over 5 years is better than : 84.96 vs. WFIVX (36.54).
| FXAIX | WFIVX | FXAIX / WFIVX | |
| Total Expense Ratio | 0.01 | 0.56 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.56 | 3% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 9.322 | 9.700 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832B | 313M | 265,815% |
| Annual Yield % from dividends | 1.03 | 0.58 | 176% |
| Returns for 1 year | 21.33 | 11.99 | 178% |
| Returns for 3 years | 74.01 | 50.00 | 148% |
| Returns for 5 years | 84.96 | 36.54 | 232% |
| Returns for 10 years | 292.07 | 130.53 | 224% |
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