Interact to see
Advertisement
Advertisement
NTBIX vs WCFRX
NTBIX vs WCFRX Comparison
Open Charts NTBIX vs WCFRX
Navigator Tactical Fixed Income I
Price$9.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.46B
Virtus Westchester Credit Event Fd A
Price$11.84
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets94.06M
NTBIX vs WCFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NTBIX vs. WCFRX commentary
Nov 20, 2025
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 NTBIX is a Hold and WCFRX is a Hold.
FUNDAMENTALS
Fundamentals
NTBIX has more cash in the bank: 7.46B vs. WCFRX (94.1M). NTBIX pays higher dividends than WCFRX: NTBIX (5.66) vs WCFRX (4.79). NTBIX was incepted earlier than WCFRX: NTBIX (12 years) vs WCFRX (8 years). WCFRX (1.85) is less costly to investors than NTBIX (1.09). WCFRX is a more actively managed with annual turnover of: 158.00 vs. NTBIX (34.00). WCFRX has a lower initial minimum investment than NTBIX: WCFRX (2500) vs NTBIX (25000). WCFRX annual gain was more profitable for investors over the last year : 4.40 vs. NTBIX (1.87). WCFRX return over 5 years is better than : 21.92 vs. NTBIX (7.87).
| NTBIX | WCFRX | NTBIX / WCFRX | |
| Total Expense Ratio | 1.07 | 1.83 | 58% |
| Annual Report Gross Expense Ratio | 1.09 | 1.85 | 59% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 1.745 | 4.134 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 94.1M | 7,926% |
| Annual Yield % from dividends | 5.66 | 4.79 | 118% |
| Returns for 1 year | 1.87 | 4.40 | 43% |
| Returns for 3 years | 21.33 | 21.27 | 100% |
| Returns for 5 years | 7.87 | 21.92 | 36% |
| Returns for 10 years | 46.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement