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BRKBX vs FNFWX
BRKBX vs FNFWX Comparison
Open Charts BRKBX vs FNFWX
BRKBX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90.9B vs. BRKBX (207M). FNFWX pays higher dividends than BRKBX: FNFWX (1.15) vs BRKBX (1.06). BRKBX was incepted earlier than FNFWX: BRKBX (11 years) vs FNFWX (6 years). BRKBX (2.32) is less costly to investors than FNFWX (0.69). BRKBX is a more actively managed with annual turnover of: 57.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than BRKBX: FNFWX (250) vs BRKBX (1000). BRKBX annual gain was more profitable for investors over the last year : 48.32 vs. FNFWX (23.80). BRKBX return over 5 years is better than : 46.23 vs. FNFWX (17.03).
| BRKBX | FNFWX | BRKBX / FNFWX | |
| Total Expense Ratio | 1.99 | 0.69 | 288% |
| Annual Report Gross Expense Ratio | 2.32 | 0.69 | 336% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 26.431 | 14.166 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 90.9B | 0% |
| Annual Yield % from dividends | 1.06 | 1.15 | 92% |
| Returns for 1 year | 48.32 | 23.80 | 203% |
| Returns for 3 years | 89.02 | 49.99 | 178% |
| Returns for 5 years | 46.23 | 17.03 | 271% |
| Returns for 10 years | 143.08 | N/A | - |
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