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BRKBX vs FWWNX
BRKBX vs FWWNX Comparison
Open Charts BRKBX vs FWWNX
BRKBX vs FWWNX Comparison Chart in %
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BRKBX vs. FWWNX commentary
Sep 17, 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 BRKBX is a Hold and FWWNX is a Hold.
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 90B vs. BRKBX (221M). FWWNX pays higher dividends than BRKBX: FWWNX (1.21) vs BRKBX (1.06). BRKBX was incepted earlier than FWWNX: BRKBX (11 years) vs FWWNX (6 years). BRKBX (2.32) is less costly to investors than FWWNX (0.62). BRKBX is a more actively managed with annual turnover of: 57.00 vs. FWWNX (46.00). FWWNX has a lower initial minimum investment than BRKBX: FWWNX (250) vs BRKBX (1000). BRKBX annual gain was more profitable for investors over the last year : 31.05 vs. FWWNX (13.26). BRKBX return over 5 years is better than : 54.53 vs. FWWNX (18.06).
| BRKBX | FWWNX | BRKBX / FWWNX | |
| Total Expense Ratio | 1.99 | 0.62 | 321% |
| Annual Report Gross Expense Ratio | 2.32 | 0.62 | 374% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 25.926 | 13.981 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 90B | 0% |
| Annual Yield % from dividends | 1.06 | 1.21 | 88% |
| Returns for 1 year | 31.05 | 13.26 | 234% |
| Returns for 3 years | 92.91 | 50.99 | 182% |
| Returns for 5 years | 54.53 | 18.06 | 302% |
| Returns for 10 years | 117.79 | N/A | - |
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