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FNWFX vs WELNX
FNWFX vs WELNX Comparison
Open Charts FNWFX vs WELNX
FNWFX vs WELNX Comparison Chart in %
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FNWFX vs. WELNX 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 WELNX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.7B vs. WELNX (93.5M). FNWFX pays higher dividends than WELNX: FNWFX (1.27) vs WELNX (0.60). FNWFX was incepted earlier than WELNX: FNWFX (10 years) vs WELNX (16 years). WELNX (1.54) is less costly to investors than FNWFX (0.57). WELNX is a more actively managed with annual turnover of: 79.00 vs. FNWFX (46.00). WELNX has a lower initial minimum investment than FNWFX: WELNX (2500) vs FNWFX (1000000). WELNX annual gain was more profitable for investors over the last year : 24.74 vs. FNWFX (22.02). FNWFX return over 5 years is better than : 18.79 vs. WELNX (2.12).
| FNWFX | WELNX | FNWFX / WELNX | |
| Total Expense Ratio | 0.57 | 1.24 | 46% |
| Annual Report Gross Expense Ratio | 0.57 | 1.54 | 37% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 14.073 | 10.668 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7B | 93.5M | 97,005% |
| Annual Yield % from dividends | 1.27 | 0.60 | 210% |
| Returns for 1 year | 22.02 | 24.74 | 89% |
| Returns for 3 years | 45.21 | 46.70 | 97% |
| Returns for 5 years | 18.79 | 2.12 | 885% |
| Returns for 10 years | N/A | 59.14 | - |
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