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FNWFX vs GERUX
FNWFX vs GERUX Comparison
Open Charts FNWFX vs GERUX
FNWFX vs GERUX Comparison Chart in %
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FNWFX vs. GERUX commentary
Jul 07, 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 FNWFX is a Buy and GERUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.9B vs. GERUX (3.58B). GERUX pays higher dividends than FNWFX: GERUX (1.73) vs FNWFX (1.24). FNWFX was incepted earlier than GERUX: FNWFX (9 years) vs GERUX (11 years). GERUX (1.11) is less costly to investors than FNWFX (0.57). GERUX is a more actively managed with annual turnover of: 158.00 vs. FNWFX (46.00). FNWFX has a lower initial minimum investment than GERUX: FNWFX (1000000) vs GERUX (5000000). GERUX annual gain was more profitable for investors over the last year : 40.93 vs. FNWFX (22.50). FNWFX (18.79) and GERUX (18.06) have equivalent 5 years return.
| FNWFX | GERUX | FNWFX / GERUX | |
| Total Expense Ratio | 0.57 | 0.96 | 59% |
| Annual Report Gross Expense Ratio | 0.57 | 1.11 | 51% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 16.250 | 22.670 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9B | 3.58B | 2,539% |
| Annual Yield % from dividends | 1.24 | 1.73 | 72% |
| Returns for 1 year | 22.50 | 40.93 | 55% |
| Returns for 3 years | 54.44 | 83.51 | 65% |
| Returns for 5 years | 18.79 | 18.06 | 104% |
| Returns for 10 years | N/A | 110.40 | - |
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