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BRKAX vs FNFWX
BRKAX vs FNFWX Comparison
Open Charts BRKAX vs FNFWX
BRKAX vs FNFWX Comparison Chart in %
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BRKAX vs. FNFWX commentary
Aug 25, 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 BRKAX is a Hold and FNFWX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 88.6B vs. BRKAX (223M). BRKAX pays higher dividends than FNFWX: BRKAX (1.69) vs FNFWX (1.17). BRKAX was incepted earlier than FNFWX: BRKAX (11 years) vs FNFWX (6 years). BRKAX (1.57) is less costly to investors than FNFWX (0.69). BRKAX is a more actively managed with annual turnover of: 57.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than BRKAX: FNFWX (250) vs BRKAX (1000). BRKAX annual gain was more profitable for investors over the last year : 41.10 vs. FNFWX (19.60). BRKAX return over 5 years is better than : 60.83 vs. FNFWX (19.94).
| BRKAX | FNFWX | BRKAX / FNFWX | |
| Total Expense Ratio | 1.24 | 0.69 | 180% |
| Annual Report Gross Expense Ratio | 1.57 | 0.69 | 228% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 27.920 | 15.800 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 88.6B | 0% |
| Annual Yield % from dividends | 1.69 | 1.17 | 144% |
| Returns for 1 year | 41.10 | 19.60 | 210% |
| Returns for 3 years | 102.28 | 54.44 | 188% |
| Returns for 5 years | 60.83 | 19.94 | 305% |
| Returns for 10 years | 133.27 | N/A | - |
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