FWMIX
Price
$67.43
Change
-$0.72 (-1.06%)
Updated
Jun 10 closing price
Net Assets
218.08B
PNECX
Price
$12.00
Change
-$0.16 (-1.32%)
Updated
Jun 10 closing price
Net Assets
518.33M
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FWMIX vs PNECX

Header iconFWMIX vs PNECX Comparison
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FWMIX vs PNECX Comparison Chart in %
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FWMIX vs. PNECX commentary
Jun 11, 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 PNECX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. PNECX (518M). FWMIX pays higher dividends than PNECX: FWMIX (1.45) vs PNECX (0.87). FWMIX was incepted earlier than PNECX: FWMIX (9 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 (29.00). 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 : 15.16 vs. FWMIX (5.40). FWMIX return over 5 years is better than : 24.82 vs. PNECX (-2.09).
FWMIXPNECXFWMIX / PNECX
Total Expense Ratio0.261.7315%
Annual Report Gross Expense Ratio0.261.7315%
Fund Existence9 years25 years-
Gain YTD3.92516.88123%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B518M42,085%
Annual Yield % from dividends1.450.87166%
Returns for 1 year5.4015.1636%
Returns for 3 years30.6921.60142%
Returns for 5 years24.82-2.09-1,190%
Returns for 10 yearsN/A-16.87-
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