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BRKIX vs FWWNX
BRKIX vs FWWNX Comparison
Open Charts BRKIX vs FWWNX
BRKIX vs FWWNX Comparison Chart in %
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BRKIX 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 BRKIX is a Hold and FWWNX is a Hold.
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 88.6B vs. BRKIX (221M). BRKIX pays higher dividends than FWWNX: BRKIX (1.81) vs FWWNX (1.23). BRKIX was incepted earlier than FWWNX: BRKIX (11 years) vs FWWNX (6 years). BRKIX (1.32) is less costly to investors than FWWNX (0.62). BRKIX is a more actively managed with annual turnover of: 57.00 vs. FWWNX (46.00). BRKIX has a lower initial minimum investment than FWWNX: BRKIX (0) vs FWWNX (250). BRKIX annual gain was more profitable for investors over the last year : 38.81 vs. FWWNX (20.33). BRKIX return over 5 years is better than : 61.42 vs. FWWNX (22.06).
| BRKIX | FWWNX | BRKIX / FWWNX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.32 | 0.62 | 213% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 26.418 | 16.516 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 88.6B | 0% |
| Annual Yield % from dividends | 1.81 | 1.23 | 147% |
| Returns for 1 year | 38.81 | 20.33 | 191% |
| Returns for 3 years | 100.96 | 55.39 | 182% |
| Returns for 5 years | 61.42 | 22.06 | 278% |
| Returns for 10 years | 135.09 | N/A | - |
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