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FWMIX vs PNBAX
FWMIX vs PNBAX Comparison
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FWMIX vs PNBAX Comparison Chart in %
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FWMIX vs. PNBAX commentary
Jun 22, 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 PNBAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PNBAX (179M). FWMIX pays higher dividends than PNBAX: FWMIX (1.45) vs PNBAX (1.22). FWMIX was incepted earlier than PNBAX: FWMIX (9 years) vs PNBAX (24 years). PNBAX (1.01) is less costly to investors than FWMIX (0.26). PNBAX is a more actively managed with annual turnover of: 41.00 vs. FWMIX (29.00). PNBAX has a lower initial minimum investment than FWMIX: PNBAX (2500) vs FWMIX (1000000). PNBAX annual gain was more profitable for investors over the last year : 10.66 vs. FWMIX (8.60). FWMIX return over 5 years is better than : 30.36 vs. PNBAX (-1.46).
| FWMIX | PNBAX | FWMIX / PNBAX | |
| Total Expense Ratio | 0.26 | 1.01 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.01 | 26% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.106 | 12.759 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 179M | 121,788% |
| Annual Yield % from dividends | 1.45 | 1.22 | 118% |
| Returns for 1 year | 8.60 | 10.66 | 81% |
| Returns for 3 years | 24.45 | 15.55 | 157% |
| Returns for 5 years | 30.36 | -1.46 | -2,082% |
| Returns for 10 years | N/A | 63.08 | - |
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