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GWPAX vs GWPEX
GWPAX vs GWPEX Comparison
Open Charts GWPAX vs GWPEX
GWPAX vs GWPEX Comparison Chart in %
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GWPAX vs. GWPEX commentary
Jun 03, 2026
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 GWPAX is a Hold and GWPEX is a Hold.
FUNDAMENTALS
Fundamentals
GWPAX (26.5B) and GWPEX (26.5B) have equal amount of cash in the bank . GWPEX pays higher dividends than GWPAX: GWPEX (0.52) vs GWPAX (0.33). GWPAX was incepted earlier than GWPEX: GWPAX (14 years) vs GWPEX (14 years). GWPAX (0.71) is less costly to investors than GWPEX (0.47). GWPAX (1.00) and GWPEX (1.00) have comparable annual turnover. GWPAX (250) and GWPEX (250) have matching initial minimum investment requirements. GWPEX (22.54) and GWPAX (22.21) have marching annual gain over last year. GWPEX (31.91) and GWPAX (30.47) have equivalent 5 years return.
| GWPAX | GWPEX | GWPAX / GWPEX | |
| Total Expense Ratio | 0.71 | 0.47 | 151% |
| Annual Report Gross Expense Ratio | 0.71 | 0.47 | 151% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 11.295 | 11.393 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 26.5B | 100% |
| Annual Yield % from dividends | 0.33 | 0.52 | 63% |
| Returns for 1 year | 22.21 | 22.54 | 99% |
| Returns for 3 years | 63.01 | 64.25 | 98% |
| Returns for 5 years | 30.47 | 31.91 | 95% |
| Returns for 10 years | 119.67 | 122.50 | 98% |
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