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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
FNWFX vs JOEAX Comparison Chart in %
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FNWFX vs. JOEAX commentary
Sep 13, 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 StrongBuy and JOEAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90B vs. JOEAX (1.69B). JOEAX pays higher dividends than FNWFX: JOEAX (2.38) vs FNWFX (1.24). FNWFX was incepted earlier than JOEAX: FNWFX (10 years) vs JOEAX (13 years). JOEAX (1.28) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 46.00 vs. JOEAX (14.12). JOEAX has a lower initial minimum investment than FNWFX: JOEAX (0) vs FNWFX (1000000). JOEAX annual gain was more profitable for investors over the last year : 26.34 vs. FNWFX (17.45). JOEAX return over 5 years is better than : 50.15 vs. FNWFX (18.61).
| FNWFX | JOEAX | FNWFX / JOEAX | |
| Total Expense Ratio | 0.57 | 1.28 | 45% |
| Annual Report Gross Expense Ratio | 0.57 | 1.28 | 45% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 16.572 | 19.368 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 1.69B | 5,319% |
| Annual Yield % from dividends | 1.24 | 2.38 | 52% |
| Returns for 1 year | 17.45 | 26.34 | 66% |
| Returns for 3 years | 54.72 | 75.94 | 72% |
| Returns for 5 years | 18.61 | 50.15 | 37% |
| Returns for 10 years | N/A | 115.75 | - |
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