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BRKTX vs FNFWX
BRKTX vs FNFWX Comparison
Open Charts BRKTX vs FNFWX
BRKTX vs FNFWX Comparison Chart in %
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BRKTX vs. FNFWX commentary
Sep 22, 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 BRKTX is a Hold and FNFWX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. BRKTX (221M). BRKTX pays higher dividends than FNFWX: BRKTX (1.70) vs FNFWX (1.15). BRKTX was incepted earlier than FNFWX: BRKTX (11 years) vs FNFWX (6 years). BRKTX (1.57) is less costly to investors than FNFWX (0.69). BRKTX is a more actively managed with annual turnover of: 57.00 vs. FNFWX (46.00). BRKTX has a lower initial minimum investment than FNFWX: BRKTX (0) vs FNFWX (250). BRKTX annual gain was more profitable for investors over the last year : 33.62 vs. FNFWX (16.72). BRKTX return over 5 years is better than : 66.73 vs. FNFWX (22.65).
| BRKTX | FNFWX | BRKTX / 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 | 27.951 | 17.659 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 90B | 0% |
| Annual Yield % from dividends | 1.70 | 1.15 | 147% |
| Returns for 1 year | 33.62 | 16.72 | 201% |
| Returns for 3 years | 101.15 | 60.18 | 168% |
| Returns for 5 years | 66.73 | 22.65 | 295% |
| Returns for 10 years | 135.34 | N/A | - |
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