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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$36.38
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets270.21M
FXAIX vs WSEFX Comparison Chart
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FXAIX vs. WSEFX commentary
Jan 19, 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 Hold and WSEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. WSEFX (270M). 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 : 27.15 vs. WSEFX (7.71). FXAIX return over 5 years is better than : 94.81 vs. WSEFX (37.63).
| 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 | 2.013 | 1.848 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 270M | 229,259% |
| Annual Yield % from dividends | 1.31 | 0.64 | 204% |
| Returns for 1 year | 27.15 | 7.71 | 352% |
| Returns for 3 years | 37.22 | 8.12 | 458% |
| Returns for 5 years | 94.81 | 37.63 | 252% |
| Returns for 10 years | 222.48 | 116.21 | 191% |
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