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FERGX vs FNFWX
FERGX vs FNFWX Comparison
Open Charts FERGX vs FNFWX
FERGX vs FNFWX Comparison Chart in %
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FERGX vs. FNFWX commentary
Sep 13, 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 FERGX is a Hold and FNFWX is a Buy.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. FERGX (4.56B). FERGX pays higher dividends than FNFWX: FERGX (2.16) vs FNFWX (1.15). FERGX was incepted earlier than FNFWX: FERGX (11 years) vs FNFWX (6 years). FNFWX (0.69) is less costly to investors than FERGX (0.13). FNFWX is a more actively managed with annual turnover of: 46.00 vs. FERGX (20.00). FERGX has a lower initial minimum investment than FNFWX: FERGX (0) vs FNFWX (250). FERGX annual gain was more profitable for investors over the last year : 32.07 vs. FNFWX (17.30). FERGX return over 5 years is better than : 46.24 vs. FNFWX (19.42).
| FERGX | FNFWX | FERGX / FNFWX | |
| Total Expense Ratio | 0.07 | 0.69 | 11% |
| Annual Report Gross Expense Ratio | 0.13 | 0.69 | 18% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 23.553 | 16.477 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 90B | 5% |
| Annual Yield % from dividends | 2.16 | 1.15 | 188% |
| Returns for 1 year | 32.07 | 17.30 | 185% |
| Returns for 3 years | 85.26 | 54.15 | 157% |
| Returns for 5 years | 46.24 | 19.42 | 238% |
| Returns for 10 years | 122.77 | N/A | - |
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