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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: 128B vs. NRIIX (1.21B). NRIIX pays higher dividends than FWCBX: NRIIX (5.84) vs FWCBX (3.00). 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). NRIIX (11.20) and FWCBX (10.71) have marching annual gain over last year. FWCBX return over 5 years is better than : 43.02 vs. NRIIX (25.68).
| 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 | 8.597 | 6.689 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.21B | 10,579% |
| Annual Yield % from dividends | 3.00 | 5.84 | 51% |
| Returns for 1 year | 10.71 | 11.20 | 96% |
| Returns for 3 years | 40.46 | 33.14 | 122% |
| Returns for 5 years | 43.02 | 25.68 | 168% |
| Returns for 10 years | N/A | 65.89 | - |
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