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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PNEAX (500M). FWMIX (1.46) 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 : 13.76 vs. FWMIX (2.14). FWMIX return over 5 years is better than : 27.65 vs. PNEAX (2.31).
| 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 | 4.550 | 22.437 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 500M | 43,600% |
| Annual Yield % from dividends | 1.46 | 1.42 | 103% |
| Returns for 1 year | 2.14 | 13.76 | 16% |
| Returns for 3 years | 30.43 | 23.13 | 132% |
| Returns for 5 years | 27.65 | 2.31 | 1,195% |
| Returns for 10 years | N/A | -10.94 | - |
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