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FNFWX vs WELIX
FNFWX vs WELIX Comparison
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FNFWX vs WELIX Comparison Chart in %
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FNFWX vs. WELIX commentary
Sep 12, 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 FNFWX is a Buy and WELIX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. WELIX (98.7M). FNFWX pays higher dividends than WELIX: FNFWX (1.15) vs WELIX (0.82). FNFWX was incepted earlier than WELIX: FNFWX (6 years) vs WELIX (18 years). WELIX (1.18) is less costly to investors than FNFWX (0.69). WELIX is a more actively managed with annual turnover of: 79.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than WELIX: FNFWX (250) vs WELIX (1000000). WELIX annual gain was more profitable for investors over the last year : 20.60 vs. FNFWX (17.30). FNFWX return over 5 years is better than : 19.42 vs. WELIX (3.50).
| FNFWX | WELIX | FNFWX / WELIX | |
| Total Expense Ratio | 0.69 | 0.94 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 1.18 | 58% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 16.477 | 14.693 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 98.7M | 91,185% |
| Annual Yield % from dividends | 1.15 | 0.82 | 140% |
| Returns for 1 year | 17.30 | 20.60 | 84% |
| Returns for 3 years | 54.15 | 61.99 | 87% |
| Returns for 5 years | 19.42 | 3.50 | 555% |
| Returns for 10 years | N/A | 67.71 | - |
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