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FWMIX vs NFJEX
FWMIX vs NFJEX Comparison
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FWMIX vs NFJEX Comparison Chart in %
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FWMIX vs. NFJEX commentary
Jun 23, 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 FWMIX is a Hold and NFJEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. NFJEX (523M). NFJEX pays higher dividends than FWMIX: NFJEX (1.89) vs FWMIX (1.45). FWMIX was incepted earlier than NFJEX: FWMIX (9 years) vs NFJEX (26 years). NFJEX (0.74) is less costly to investors than FWMIX (0.26). NFJEX is a more actively managed with annual turnover of: 36.00 vs. FWMIX (29.00). FWMIX (1000000) and NFJEX (1000000) have matching initial minimum investment requirements. NFJEX annual gain was more profitable for investors over the last year : 19.53 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. NFJEX (5.36).
| FWMIX | NFJEX | FWMIX / NFJEX | |
| Total Expense Ratio | 0.26 | 0.70 | 37% |
| Annual Report Gross Expense Ratio | 0.26 | 0.74 | 35% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 1.642 | 19.087 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 523M | 41,683% |
| Annual Yield % from dividends | 1.45 | 1.89 | 77% |
| Returns for 1 year | 8.19 | 19.53 | 42% |
| Returns for 3 years | 30.78 | 27.46 | 112% |
| Returns for 5 years | 27.81 | 5.36 | 519% |
| Returns for 10 years | N/A | -2.36 | - |
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