FNWFX
Price
$109.21
Change
+$1.62 (+1.51%)
Updated
Aug 21 closing price
Net Assets
88.6B
WELNX
Price
$13.24
Change
+$0.13 (+0.99%)
Updated
Aug 21 closing price
Net Assets
96.89M
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FNWFX vs WELNX

FNWFX vs WELNX Comparison Chart in %
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FNWFX vs. WELNX commentary
Aug 25, 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 WELNX is a Hold.

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FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 88.6B vs. WELNX (96.9M). 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 : 26.97 vs. FNWFX (22.64). FNWFX return over 5 years is better than : 23.97 vs. WELNX (8.53).
FNWFXWELNXFNWFX / WELNX
Total Expense Ratio0.571.2446%
Annual Report Gross Expense Ratio0.571.5437%
Fund Existence10 years16 years-
Gain YTD17.14014.831116%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets88.6B96.9M91,434%
Annual Yield % from dividends1.270.60210%
Returns for 1 year22.6426.9784%
Returns for 3 years56.8061.5692%
Returns for 5 years23.978.53281%
Returns for 10 yearsN/A61.03-
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