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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
Jul 14, 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 WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.7B vs. WELNX (96.6M). FNWFX pays higher dividends than WELNX: FNWFX (1.24) vs WELNX (0.57). FNWFX was incepted earlier than WELNX: FNWFX (9 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 : 29.95 vs. FNWFX (19.73). FNWFX return over 5 years is better than : 14.94 vs. WELNX (-1.00).
| FNWFX | WELNX | FNWFX / WELNX | |
| Total Expense Ratio | 0.57 | 1.24 | 46% |
| Annual Report Gross Expense Ratio | 0.57 | 1.54 | 37% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 12.743 | 14.397 | 89% |
| 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 | 96.6M | 93,892% |
| Annual Yield % from dividends | 1.24 | 0.57 | 219% |
| Returns for 1 year | 19.73 | 29.95 | 66% |
| Returns for 3 years | 44.48 | 51.30 | 87% |
| Returns for 5 years | 14.94 | -1.00 | -1,501% |
| Returns for 10 years | N/A | 64.90 | - |
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