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FXAIX vs WTRCX
FXAIX vs WTRCX Comparison
Open Charts FXAIX vs WTRCX
Macquarie Core Equity Fund
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets3.65B
FXAIX vs WTRCX Comparison Chart
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FXAIX vs. WTRCX commentary
May 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. WTRCX (3.65B). FXAIX pays higher dividends than WTRCX: FXAIX (1.34) vs WTRCX (0.00). FXAIX was incepted earlier than WTRCX: FXAIX (14 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than FXAIX (0.01). WTRCX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than WTRCX: FXAIX (0) vs WTRCX (1000). FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. WTRCX (-7.14). FXAIX return over 5 years is better than : 108.40 vs. WTRCX (5.05).
| FXAIX | WTRCX | FXAIX / WTRCX | |
| Total Expense Ratio | 0.01 | 1.74 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.75 | 1% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -3.366 | -1.801 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 3.65B | 16,270% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 9.99 | -7.14 | -140% |
| Returns for 3 years | 48.07 | -8.19 | -587% |
| Returns for 5 years | 108.40 | 5.05 | 2,146% |
| Returns for 10 years | 194.80 | -9.96 | -1,957% |
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