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FNWFX vs JEVRX
FNWFX vs JEVRX Comparison
Open Charts FNWFX vs JEVRX
FNWFX vs JEVRX Comparison Chart in %
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FNWFX vs. JEVRX commentary
Jun 23, 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 JEVRX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.9B vs. JEVRX (151M). JEVRX pays higher dividends than FNWFX: JEVRX (3.37) vs FNWFX (1.24). FNWFX was incepted earlier than JEVRX: FNWFX (9 years) vs JEVRX (15 years). JEVRX (1.08) is less costly to investors than FNWFX (0.57). JEVRX is a more actively managed with annual turnover of: 184.00 vs. FNWFX (46.00). FNWFX (1000000) and JEVRX (1000000) have matching initial minimum investment requirements. JEVRX annual gain was more profitable for investors over the last year : 33.72 vs. FNWFX (31.43). FNWFX return over 5 years is better than : 21.16 vs. JEVRX (0.81).
| FNWFX | JEVRX | FNWFX / JEVRX | |
| Total Expense Ratio | 0.57 | 0.90 | 63% |
| Annual Report Gross Expense Ratio | 0.57 | 1.08 | 53% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 18.824 | 18.602 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9B | 151M | 60,199% |
| Annual Yield % from dividends | 1.24 | 3.37 | 37% |
| Returns for 1 year | 31.43 | 33.72 | 93% |
| Returns for 3 years | 58.25 | 21.05 | 277% |
| Returns for 5 years | 21.16 | 0.81 | 2,620% |
| Returns for 10 years | N/A | 68.50 | - |
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