FWMIX
Price
$68.46
Change
-$0.38 (-0.55%)
Updated
Sep 4 closing price
Net Assets
217.88B
PNECX
Price
$12.95
Change
+$0.13 (+1.01%)
Updated
Sep 3 closing price
Net Assets
529.45M
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FWMIX vs PNECX

FWMIX vs PNECX Comparison Chart in %
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FWMIX vs. PNECX commentary
Sep 05, 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 PNECX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PNECX (529M). FWMIX pays higher dividends than PNECX: FWMIX (1.46) vs PNECX (0.64). FWMIX was incepted earlier than PNECX: FWMIX (10 years) vs PNECX (25 years). PNECX (1.73) is less costly to investors than FWMIX (0.26). PNECX is a more actively managed with annual turnover of: 36.00 vs. FWMIX (32.00). PNECX has a lower initial minimum investment than FWMIX: PNECX (2500) vs FWMIX (1000000). PNECX annual gain was more profitable for investors over the last year : 16.31 vs. FWMIX (5.54). FWMIX return over 5 years is better than : 27.02 vs. PNECX (-0.67).
FWMIXPNECXFWMIX / PNECX
Total Expense Ratio0.261.7315%
Annual Report Gross Expense Ratio0.261.7315%
Fund Existence10 years25 years-
Gain YTD5.89623.22425%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B529M41,210%
Annual Yield % from dividends1.460.64227%
Returns for 1 year5.5416.3134%
Returns for 3 years31.9420.57155%
Returns for 5 years27.02-0.67-4,037%
Returns for 10 yearsN/A-15.01-
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