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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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FWCBX vs. NRIIX commentary
Sep 12, 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 FWCBX is a Hold and NRIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 131B vs. NRIIX (1.2B). NRIIX pays higher dividends than FWCBX: NRIIX (5.84) vs FWCBX (2.91). 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 : 7.87 vs. NRIIX (5.48). FWCBX return over 5 years is better than : 44.51 vs. NRIIX (22.52).
| 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 | 9.823 | 4.375 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.2B | 10,908% |
| Annual Yield % from dividends | 2.91 | 5.84 | 50% |
| Returns for 1 year | 7.87 | 5.48 | 144% |
| Returns for 3 years | 45.51 | 33.65 | 135% |
| Returns for 5 years | 44.51 | 22.52 | 198% |
| Returns for 10 years | N/A | 62.96 | - |
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