Interact to see
Advertisement
Advertisement
FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$35.42
Change-$2.09 (-5.57%)
VolumeN/A
Net Assets298.56M
FXAIX vs WFIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. WFIVX commentary
Feb 04, 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 FXAIX is a Buy and WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. WFIVX (299M). FXAIX pays higher dividends than WFIVX: FXAIX (1.10) vs WFIVX (0.64). FXAIX was incepted earlier than WFIVX: FXAIX (15 years) vs WFIVX (27 years). WFIVX (0.56) is less costly to investors than FXAIX (0.01). FXAIX is a more actively managed with annual turnover of: 3.00 vs. WFIVX (2.00). FXAIX has a lower initial minimum investment than WFIVX: FXAIX (0) vs WFIVX (1000). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. WFIVX (6.59). FXAIX return over 5 years is better than : 93.74 vs. WFIVX (40.00).
| FXAIX | WFIVX | FXAIX / WFIVX | |
| Total Expense Ratio | 0.01 | 0.56 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.56 | 3% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.998 | 1.345 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 299M | 251,839% |
| Annual Yield % from dividends | 1.10 | 0.64 | 173% |
| Returns for 1 year | 17.83 | 6.59 | 271% |
| Returns for 3 years | 75.94 | 47.77 | 159% |
| Returns for 5 years | 93.74 | 40.00 | 234% |
| Returns for 10 years | 310.97 | 141.62 | 220% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers