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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$37.38
Change-$0.14 (-0.37%)
VolumeN/A
CapitalizationN/A
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FXAIX vs WSEFX Comparison Chart
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FXAIX vs. WSEFX commentary
Sep 21, 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 Buy and WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. WSEFX (277M). FXAIX pays higher dividends than WSEFX: FXAIX (1.31) vs WSEFX (0.64). FXAIX was incepted earlier than WSEFX: FXAIX (13 years) vs WSEFX (25 years). WSEFX is a more actively managed with annual turnover of: 6.69 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than WSEFX: FXAIX (0) vs WSEFX (100000). FXAIX annual gain was more profitable for investors over the last year : 33.63 vs. WSEFX (15.85). FXAIX return over 5 years is better than : 104.21 vs. WSEFX (52.86).
| FXAIX | WSEFX | FXAIX / WSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 20.776 | 9.651 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 277M | 211,191% |
| Annual Yield % from dividends | 1.31 | 0.64 | 204% |
| Returns for 1 year | 33.63 | 15.85 | 212% |
| Returns for 3 years | 37.19 | 12.78 | 291% |
| Returns for 5 years | 104.21 | 52.86 | 197% |
| Returns for 10 years | 212.82 | 114.07 | 187% |
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