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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$34.58
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets235.81M
FXAIX vs WSEFX Comparison Chart in %
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FXAIX vs. WSEFX commentary
Jun 22, 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: 634B vs. WSEFX (236M). FXAIX pays higher dividends than WSEFX: FXAIX (1.26) vs WSEFX (0.61). FXAIX was incepted earlier than WSEFX: FXAIX (14 years) vs WSEFX (26 years). WSEFX (0.96) 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 : 10.49 vs. WSEFX (-3.67). FXAIX return over 5 years is better than : 107.71 vs. WSEFX (47.32).
| FXAIX | WSEFX | FXAIX / WSEFX | |
| Total Expense Ratio | 0.01 | 0.96 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.96 | 2% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 2.097 | -2.744 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 236M | 268,644% |
| Annual Yield % from dividends | 1.26 | 0.61 | 207% |
| Returns for 1 year | 10.49 | -3.67 | -286% |
| Returns for 3 years | 65.84 | 20.91 | 315% |
| Returns for 5 years | 107.71 | 47.32 | 228% |
| Returns for 10 years | 206.99 | 97.65 | 212% |
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