FXAIX
Price
$240.68
Change
+$0.78 (+0.33%)
Updated
Dec 24 closing price
Net Assets
738.56B
WSEFX
Price
$36.66
Change
+$0.12 (+0.33%)
Updated
Dec 24 closing price
Net Assets
216.36M
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FXAIX vs WSEFX

Header iconFXAIX vs WSEFX Comparison
Open Charts FXAIX vs WSEFXBanner chart's image
Fidelity 500 Index
Price$240.68
Change+$0.78 (+0.33%)
VolumeN/A
Net Assets738.56B
Boston Trust Walden Equity
Price$36.66
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets216.36M
FXAIX vs WSEFX Comparison Chart in %
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FXAIX vs. WSEFX 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 WSEFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. WSEFX (216M). FXAIX pays higher dividends than WSEFX: FXAIX (1.11) vs WSEFX (0.52). FXAIX was incepted earlier than WSEFX: FXAIX (15 years) vs WSEFX (27 years). WSEFX (0.96) is less costly to investors than FXAIX (0.01). WSEFX is a more actively managed with annual turnover of: 6.14 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than WSEFX: FXAIX (0) vs WSEFX (100000). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. WSEFX (0.58). FXAIX return over 5 years is better than : 100.72 vs. WSEFX (31.76).
FXAIXWSEFXFXAIX / WSEFX
Total Expense Ratio0.010.962%
Annual Report Gross Expense Ratio0.010.962%
Fund Existence15 years27 years-
Gain YTD18.9422.632720%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets739B216M342,130%
Annual Yield % from dividends1.110.52212%
Returns for 1 year15.860.582,752%
Returns for 3 years87.5822.77385%
Returns for 5 years100.7231.76317%
Returns for 10 years271.79122.58222%
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