Interact to see
Advertisement
Advertisement
FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
FNWFX vs WELIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. WELIX commentary
Aug 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 StrongBuy and WELIX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 88.6B vs. WELIX (96.9M). 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 : 27.38 vs. FNWFX (22.64). FNWFX return over 5 years is better than : 23.97 vs. WELIX (10.16).
| 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 | 17.140 | 15.039 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.6B | 96.9M | 91,434% |
| Annual Yield % from dividends | 1.27 | 0.85 | 150% |
| Returns for 1 year | 22.64 | 27.38 | 83% |
| Returns for 3 years | 56.80 | 62.87 | 90% |
| Returns for 5 years | 23.97 | 10.16 | 236% |
| Returns for 10 years | N/A | 66.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers