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FNWFX vs WELIX
FNWFX vs WELIX Comparison
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FNWFX vs WELIX Comparison Chart in %
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FNWFX vs. WELIX commentary
Aug 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 Buy and WELIX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.7B vs. WELIX (93.5M). FNWFX pays higher dividends than WELIX: FNWFX (1.27) vs WELIX (0.85). FNWFX was incepted earlier than WELIX: FNWFX (10 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 : 25.19 vs. FNWFX (22.02). FNWFX return over 5 years is better than : 18.79 vs. WELIX (3.60).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.18 | 48% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 14.073 | 10.804 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7B | 93.5M | 97,005% |
| Annual Yield % from dividends | 1.27 | 0.85 | 150% |
| Returns for 1 year | 22.02 | 25.19 | 87% |
| Returns for 3 years | 45.21 | 47.84 | 94% |
| Returns for 5 years | 18.79 | 3.60 | 521% |
| Returns for 10 years | N/A | 63.98 | - |
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