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FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
FNWFX vs IPOYX Comparison Chart in %
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FNWFX vs. IPOYX commentary
Jun 03, 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 Hold and IPOYX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 85.6B vs. IPOYX (719M). IPOYX pays higher dividends than FNWFX: IPOYX (1.66) vs FNWFX (1.24). FNWFX was incepted earlier than IPOYX: FNWFX (9 years) vs IPOYX (23 years). IPOYX (1.49) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 46.00 vs. IPOYX (28.00). IPOYX has a lower initial minimum investment than FNWFX: IPOYX (0) vs FNWFX (1000000). IPOYX annual gain was more profitable for investors over the last year : 39.93 vs. FNWFX (29.78). FNWFX return over 5 years is better than : 20.20 vs. IPOYX (-0.11).
| FNWFX | IPOYX | FNWFX / IPOYX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.57 | 1.49 | 38% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 16.797 | 26.955 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6B | 719M | 11,905% |
| Annual Yield % from dividends | 1.24 | 1.66 | 75% |
| Returns for 1 year | 29.78 | 39.93 | 75% |
| Returns for 3 years | 57.21 | 69.18 | 83% |
| Returns for 5 years | 20.20 | -0.11 | -17,591% |
| Returns for 10 years | N/A | 121.03 | - |
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