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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$33.61
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets232.95M
FXAIX vs WSEFX Comparison Chart
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FXAIX vs. WSEFX commentary
May 12, 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 WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. WSEFX (233M). FXAIX pays higher dividends than WSEFX: FXAIX (1.34) vs WSEFX (0.63). FXAIX was incepted earlier than WSEFX: FXAIX (14 years) vs WSEFX (26 years). WSEFX (0.99) is less costly to investors than FXAIX (0.01). WSEFX is a more actively managed with annual turnover of: 6.14 vs. FXAIX (2.00). 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 : 9.99 vs. WSEFX (-5.18). FXAIX return over 5 years is better than : 108.40 vs. WSEFX (48.90).
| FXAIX | WSEFX | FXAIX / WSEFX | |
| Total Expense Ratio | 0.01 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.99 | 2% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.366 | -5.907 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 233M | 254,936% |
| Annual Yield % from dividends | 1.34 | 0.63 | 212% |
| Returns for 1 year | 9.99 | -5.18 | -193% |
| Returns for 3 years | 48.07 | 11.67 | 412% |
| Returns for 5 years | 108.40 | 48.90 | 222% |
| Returns for 10 years | 194.80 | 93.15 | 209% |
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