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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
Jul 14, 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: 90.7B vs. IPOYX (668M). IPOYX pays higher dividends than FNWFX: IPOYX (1.68) 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 (39.00). 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 : 26.69 vs. FNWFX (19.73). FNWFX return over 5 years is better than : 14.94 vs. IPOYX (-1.84).
| 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 | 12.743 | 21.343 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7B | 668M | 13,578% |
| Annual Yield % from dividends | 1.24 | 1.68 | 74% |
| Returns for 1 year | 19.73 | 26.69 | 74% |
| Returns for 3 years | 44.48 | 53.82 | 83% |
| Returns for 5 years | 14.94 | -1.84 | -813% |
| Returns for 10 years | N/A | 96.03 | - |
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