Home › Compare › WAMFX vs FCPT
WAMFX yields 7.42% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 2
Combined, WAMFX + FCPT cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of WAMFX + FCPT for your $10,000?
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.
Full WAMFX Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.