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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 85.6B vs. WELIX (102M). FNWFX pays higher dividends than WELIX: FNWFX (1.24) vs WELIX (0.81). 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 : 38.82 vs. FNWFX (29.78). FNWFX return over 5 years is better than : 20.20 vs. WELIX (1.08).
| 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 | 16.797 | 17.286 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6B | 102M | 83,922% |
| Annual Yield % from dividends | 1.24 | 0.81 | 154% |
| Returns for 1 year | 29.78 | 38.82 | 77% |
| Returns for 3 years | 57.21 | 61.79 | 93% |
| Returns for 5 years | 20.20 | 1.08 | 1,875% |
| Returns for 10 years | N/A | 82.59 | - |
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