Interact to see
Advertisement
Advertisement
FWMIX vs PNEAX
FWMIX vs PNEAX Comparison
Open Charts FWMIX vs PNEAX
FWMIX vs PNEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. PNEAX commentary
Aug 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 StrongBuy and PNEAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PNEAX (536M). FWMIX (1.47) and PNEAX (1.42) have matching dividends . FWMIX was incepted earlier than PNEAX: FWMIX (10 years) vs PNEAX (25 years). PNEAX (1.03) is less costly to investors than FWMIX (0.26). PNEAX is a more actively managed with annual turnover of: 36.00 vs. FWMIX (32.00). PNEAX has a lower initial minimum investment than FWMIX: PNEAX (2500) vs FWMIX (1000000). PNEAX annual gain was more profitable for investors over the last year : 19.19 vs. FWMIX (7.57). FWMIX return over 5 years is better than : 29.58 vs. PNEAX (3.79).
| FWMIX | PNEAX | FWMIX / PNEAX | |
| Total Expense Ratio | 0.26 | 1.03 | 25% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 6.654 | 24.962 | 27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 536M | 40,672% |
| Annual Yield % from dividends | 1.47 | 1.42 | 103% |
| Returns for 1 year | 7.57 | 19.19 | 39% |
| Returns for 3 years | 34.39 | 27.12 | 127% |
| Returns for 5 years | 29.58 | 3.79 | 781% |
| Returns for 10 years | N/A | -10.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement