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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
FNWFX vs WELIX Comparison Chart in %
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FNWFX vs. WELIX 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 WELIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.7B vs. WELIX (96.6M). FNWFX pays higher dividends than WELIX: FNWFX (1.24) vs WELIX (0.79). FNWFX was incepted earlier than WELIX: FNWFX (9 years) vs WELIX (18 years). WELIX (1.18) is less costly to investors than FNWFX (0.57). WELIX is a more actively managed with annual turnover of: 79.00 vs. FNWFX (46.00). FNWFX (1000000) and WELIX (1000000) have matching initial minimum investment requirements. WELIX annual gain was more profitable for investors over the last year : 30.27 vs. FNWFX (19.73). FNWFX return over 5 years is better than : 14.94 vs. WELIX (0.44).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.18 | 48% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 12.743 | 14.520 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7B | 96.6M | 93,892% |
| Annual Yield % from dividends | 1.24 | 0.79 | 156% |
| Returns for 1 year | 19.73 | 30.27 | 65% |
| Returns for 3 years | 44.48 | 52.63 | 85% |
| Returns for 5 years | 14.94 | 0.44 | 3,383% |
| Returns for 10 years | N/A | 69.88 | - |
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