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FXAIX vs WFIVX
FXAIX vs WFIVX Comparison
Open Charts FXAIX vs WFIVX
FT Wilshire 5000 Index Invmt
Price$35.67
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets299.44M
FXAIX vs WFIVX Comparison Chart in %
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FXAIX vs. WFIVX commentary
Dec 26, 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 Hold and WFIVX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. WFIVX (299M). FXAIX pays higher dividends than WFIVX: FXAIX (1.11) vs WFIVX (0.68). 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 : 15.86 vs. WFIVX (6.29). FXAIX return over 5 years is better than : 100.72 vs. WFIVX (47.00).
| 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 | 18.942 | 9.016 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 299M | 247,157% |
| Annual Yield % from dividends | 1.11 | 0.68 | 164% |
| Returns for 1 year | 15.86 | 6.29 | 252% |
| Returns for 3 years | 87.58 | 58.30 | 150% |
| Returns for 5 years | 100.72 | 47.00 | 214% |
| Returns for 10 years | 271.79 | 119.36 | 228% |
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