FWCBX
Price
$82.15
Change
-$0.22 (-0.27%)
Updated
Jun 3 closing price
Net Assets
126.77B
NRIAX
Price
$22.98
Change
+$0.07 (+0.31%)
Updated
Jun 2 closing price
Net Assets
1.19B
Interact to see
Advertisement

FWCBX vs NRIAX

Header iconFWCBX vs NRIAX Comparison
Open Charts FWCBX vs NRIAXBanner chart's image
FWCBX vs NRIAX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 127B vs. NRIAX (1.19B). NRIAX pays higher dividends than FWCBX: NRIAX (5.57) vs FWCBX (2.97). FWCBX was incepted earlier than NRIAX: FWCBX (6 years) vs NRIAX (15 years). NRIAX (1.17) is less costly to investors than FWCBX (0.31). NRIAX is a more actively managed with annual turnover of: 74.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than NRIAX: FWCBX (250) vs NRIAX (2500). FWCBX annual gain was more profitable for investors over the last year : 13.43 vs. NRIAX (10.81). FWCBX return over 5 years is better than : 41.32 vs. NRIAX (22.80).
FWCBXNRIAXFWCBX / NRIAX
Total Expense Ratio0.311.1627%
Annual Report Gross Expense Ratio0.311.1726%
Fund Existence6 years15 years-
Gain YTD7.8905.111154%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets127B1.19B10,708%
Annual Yield % from dividends2.975.5753%
Returns for 1 year13.4310.81124%
Returns for 3 years43.5531.96136%
Returns for 5 years41.3222.80181%
Returns for 10 yearsN/A64.54-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSMRX32.65N/A
N/A
Franklin Small-Mid Cap Growth R
VMVIX77.03N/A
N/A
Vanguard Mid-Cap Value Index Investor
PSVKX21.90N/A
N/A
PGIM Quant Solutions Small-Cap Val R4
MSIWX18.90N/A
N/A
Morgan Stanley Inst EMkts Ldrs IR
MTISX25.72-0.14
-0.54%
NYLI Income Builder SIMPLE Class