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BEXUX vs FNFWX
BEXUX vs FNFWX Comparison
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BEXUX vs FNFWX Comparison Chart in %
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BEXUX vs. FNFWX commentary
Sep 12, 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 BEXUX is a Hold and FNFWX is a Buy.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. BEXUX (3.84B). BEXUX pays higher dividends than FNFWX: BEXUX (1.76) vs FNFWX (1.15). BEXUX was incepted earlier than FNFWX: BEXUX (11 years) vs FNFWX (6 years). BEXUX (1.12) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 46.00 vs. BEXUX (39.00). FNFWX has a lower initial minimum investment than BEXUX: FNFWX (250) vs BEXUX (5000000). BEXUX annual gain was more profitable for investors over the last year : 19.36 vs. FNFWX (17.30). BEXUX return over 5 years is better than : 22.20 vs. FNFWX (19.42).
| BEXUX | FNFWX | BEXUX / FNFWX | |
| Total Expense Ratio | 1.12 | 0.69 | 162% |
| Annual Report Gross Expense Ratio | 1.12 | 0.69 | 162% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 16.771 | 16.477 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 90B | 4% |
| Annual Yield % from dividends | 1.76 | 1.15 | 153% |
| Returns for 1 year | 19.36 | 17.30 | 112% |
| Returns for 3 years | 70.16 | 54.15 | 130% |
| Returns for 5 years | 22.20 | 19.42 | 114% |
| Returns for 10 years | 106.30 | N/A | - |
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