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GWPEX vs GWPFX
GWPEX vs GWPFX Comparison
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GWPEX vs GWPFX Comparison Chart in %
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GWPEX vs. GWPFX commentary
Aug 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 GWPEX is a Hold and GWPFX is a Hold.
FUNDAMENTALS
Fundamentals
GWPEX (28.2B) and GWPFX (28.2B) have equal amount of cash in the bank . GWPEX pays higher dividends than GWPFX: GWPEX (0.53) vs GWPFX (0.34). GWPEX was incepted earlier than GWPFX: GWPEX (14 years) vs GWPFX (14 years). GWPFX (0.74) is less costly to investors than GWPEX (0.47). GWPEX (1.00) and GWPFX (1.00) have comparable annual turnover. GWPEX (250) and GWPFX (250) have matching initial minimum investment requirements. GWPEX (11.45) and GWPFX (11.08) have marching annual gain over last year. GWPEX return over 5 years is better than : 23.24 vs. GWPFX (21.84).
| GWPEX | GWPFX | GWPEX / GWPFX | |
| Total Expense Ratio | 0.47 | 0.74 | 64% |
| Annual Report Gross Expense Ratio | 0.47 | 0.74 | 64% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.614 | 8.425 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 28.2B | 100% |
| Annual Yield % from dividends | 0.53 | 0.34 | 156% |
| Returns for 1 year | 11.45 | 11.08 | 103% |
| Returns for 3 years | 49.83 | 48.46 | 103% |
| Returns for 5 years | 23.24 | 21.84 | 106% |
| Returns for 10 years | 113.38 | 110.71 | 102% |
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