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FWCBX vs NRIIX
FWCBX vs NRIIX Comparison
Open Charts FWCBX vs NRIIX
FWCBX vs NRIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 127B vs. NRIIX (1.19B). NRIIX pays higher dividends than FWCBX: NRIIX (5.81) vs FWCBX (2.97). FWCBX was incepted earlier than NRIIX: FWCBX (6 years) vs NRIIX (15 years). NRIIX (0.92) is less costly to investors than FWCBX (0.31). NRIIX is a more actively managed with annual turnover of: 74.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than NRIIX: FWCBX (250) vs NRIIX (100000). FWCBX annual gain was more profitable for investors over the last year : 12.88 vs. NRIIX (11.12). FWCBX return over 5 years is better than : 41.26 vs. NRIIX (24.37).
| FWCBX | NRIIX | FWCBX / NRIIX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.92 | 34% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 7.274 | 5.215 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.19B | 10,708% |
| Annual Yield % from dividends | 2.97 | 5.81 | 51% |
| Returns for 1 year | 12.88 | 11.12 | 116% |
| Returns for 3 years | 42.73 | 32.97 | 130% |
| Returns for 5 years | 41.26 | 24.37 | 169% |
| Returns for 10 years | N/A | 68.64 | - |
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