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FWMIX vs PNEAX
FWMIX vs PNEAX Comparison
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FWMIX vs PNEAX Comparison Chart in %
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FWMIX vs. PNEAX commentary
Jul 14, 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 PNEAX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. PNEAX (532M). FWMIX (1.49) and PNEAX (1.46) have matching dividends . FWMIX was incepted earlier than PNEAX: FWMIX (9 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 (29.00). 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 : 16.04 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. PNEAX (2.89).
| FWMIX | PNEAX | FWMIX / PNEAX | |
| Total Expense Ratio | 0.26 | 1.03 | 25% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 3.885 | 21.427 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 532M | 41,165% |
| Annual Yield % from dividends | 1.49 | 1.46 | 102% |
| Returns for 1 year | 5.80 | 16.04 | 36% |
| Returns for 3 years | 29.34 | 20.85 | 141% |
| Returns for 5 years | 28.26 | 2.89 | 979% |
| Returns for 10 years | N/A | -13.69 | - |
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