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FXAIX vs WVALX
FXAIX vs WVALX Comparison
Open Charts FXAIX vs WVALX
Weitz Large Cap Equity-Investor Cl
Price$50.27
Change-$0.24 (-0.48%)
VolumeN/A
Net Assets835.66M
FXAIX vs WVALX Comparison Chart
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FXAIX vs. WVALX 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. WVALX (836M). FXAIX pays higher dividends than WVALX: FXAIX (1.34) vs WVALX (0.00). FXAIX was incepted earlier than WVALX: FXAIX (14 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than FXAIX (0.01). WVALX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than WVALX: FXAIX (0) vs WVALX (2500). FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. WVALX (-6.47). FXAIX return over 5 years is better than : 108.40 vs. WVALX (16.80).
| FXAIX | WVALX | FXAIX / WVALX | |
| Total Expense Ratio | 0.01 | 1.03 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.03 | 1% |
| Fund Existence | 14 years | 39 years | - |
| Gain YTD | -3.366 | -4.393 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 836M | 71,053% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 9.99 | -6.47 | -154% |
| Returns for 3 years | 48.07 | 1.72 | 2,795% |
| Returns for 5 years | 108.40 | 16.80 | 645% |
| Returns for 10 years | 194.80 | 6.80 | 2,865% |