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FXAIX vs WSEFX
FXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFX
Boston Trust Walden Equity
Price$33.21
Change+$2.63 (+8.60%)
VolumeN/A
Net Assets218.09M
FXAIX vs WSEFX Comparison Chart
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FXAIX vs. WSEFX commentary
Apr 11, 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: 598B vs. WSEFX (218M). FXAIX pays higher dividends than WSEFX: FXAIX (1.30) vs WSEFX (0.61). 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 : -3.10 vs. WSEFX (-13.68). FXAIX return over 5 years is better than : 92.75 vs. WSEFX (39.13).
| 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 | -15.000 | -14.390 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 218M | 274,312% |
| Annual Yield % from dividends | 1.30 | 0.61 | 212% |
| Returns for 1 year | -3.10 | -13.68 | 23% |
| Returns for 3 years | 16.20 | -7.80 | -208% |
| Returns for 5 years | 92.75 | 39.13 | 237% |
| Returns for 10 years | 159.34 | 75.28 | 212% |