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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$35.61
Change-$0.94 (-2.57%)
VolumeN/A
CapitalizationN/A
FXAIX vs WSEFX Comparison Chart
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FXAIX vs. WSEFX commentary
Dec 19, 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 StrongBuy and WSEFX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. WSEFX (273M). 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 : 29.40 vs. WSEFX (8.80). FXAIX return over 5 years is better than : 104.23 vs. WSEFX (43.78).
| 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 | 28.550 | 8.095 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 273M | 231,502% |
| Annual Yield % from dividends | 1.31 | 0.64 | 204% |
| Returns for 1 year | 29.40 | 8.80 | 334% |
| Returns for 3 years | 37.14 | 6.84 | 543% |
| Returns for 5 years | 104.23 | 43.78 | 238% |
| Returns for 10 years | 217.91 | 111.36 | 196% |