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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
Sep 13, 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 Buy and NFJEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. NFJEX (500M). NFJEX pays higher dividends than FWMIX: NFJEX (1.64) vs FWMIX (1.46). FWMIX was incepted earlier than NFJEX: FWMIX (10 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 (32.00). FWMIX (1000000) and NFJEX (1000000) have matching initial minimum investment requirements. NFJEX annual gain was more profitable for investors over the last year : 14.27 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. NFJEX (4.50).
| FWMIX | NFJEX | FWMIX / NFJEX | |
| Total Expense Ratio | 0.26 | 0.70 | 37% |
| Annual Report Gross Expense Ratio | 0.26 | 0.74 | 35% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.550 | 22.775 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 500M | 43,600% |
| Annual Yield % from dividends | 1.46 | 1.64 | 89% |
| Returns for 1 year | 2.14 | 14.27 | 15% |
| Returns for 3 years | 30.43 | 24.63 | 124% |
| Returns for 5 years | 27.65 | 4.50 | 614% |
| Returns for 10 years | N/A | -3.55 | - |