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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$36.20
Change-$0.54 (-1.47%)
VolumeN/A
Net Assets263.48M
FXAIX vs WSEFX Comparison Chart
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FXAIX vs. WSEFX commentary
Feb 23, 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 StrongBuy and WSEFX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. WSEFX (263M). FXAIX pays higher dividends than WSEFX: FXAIX (1.31) vs WSEFX (0.64). FXAIX was incepted earlier than WSEFX: FXAIX (14 years) vs WSEFX (26 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 : 19.81 vs. WSEFX (3.40). FXAIX return over 5 years is better than : 94.76 vs. WSEFX (38.52).
| FXAIX | WSEFX | FXAIX / WSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 2.419 | 1.344 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 263M | 242,966% |
| Annual Yield % from dividends | 1.31 | 0.64 | 204% |
| Returns for 1 year | 19.81 | 3.40 | 583% |
| Returns for 3 years | 46.26 | 12.99 | 356% |
| Returns for 5 years | 94.76 | 38.52 | 246% |
| Returns for 10 years | 208.81 | 106.39 | 196% |
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