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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$36.12
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets241.79M
FXAIX vs WSEFX Comparison Chart in %
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FXAIX vs. WSEFX commentary
Jul 20, 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: 666B vs. WSEFX (242M). FXAIX pays higher dividends than WSEFX: FXAIX (1.20) vs WSEFX (0.59). 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 : 14.17 vs. WSEFX (-2.08). FXAIX return over 5 years is better than : 110.44 vs. WSEFX (46.78).
| 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 | 7.804 | 1.288 | 606% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 242M | 275,207% |
| Annual Yield % from dividends | 1.20 | 0.59 | 203% |
| Returns for 1 year | 14.17 | -2.08 | -681% |
| Returns for 3 years | 71.91 | 24.47 | 294% |
| Returns for 5 years | 110.44 | 46.78 | 236% |
| Returns for 10 years | 225.03 | 104.66 | 215% |
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