Interact to see
Advertisement
Advertisement
BRKBX vs FWWNX
BRKBX vs FWWNX Comparison
Open Charts BRKBX vs FWWNX
BRKBX vs FWWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRKBX vs. FWWNX commentary
Aug 26, 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: 88.6B vs. BRKBX (221M). FWWNX pays higher dividends than BRKBX: FWWNX (1.23) vs BRKBX (1.10). 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 : 37.49 vs. FWWNX (20.33). BRKBX return over 5 years is better than : 54.89 vs. FWWNX (22.06).
| 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 | 25.645 | 16.516 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 88.6B | 0% |
| Annual Yield % from dividends | 1.10 | 1.23 | 89% |
| Returns for 1 year | 37.49 | 20.33 | 184% |
| Returns for 3 years | 95.04 | 55.39 | 172% |
| Returns for 5 years | 54.89 | 22.06 | 249% |
| Returns for 10 years | 115.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement