Ad is loading...
NWMAX vs VFORX
NWMAX vs VFORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWMAX vs. VFORX commentary
May 01, 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 NWMAX is a Buy and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 91.1B vs. NWMAX (179M). NWMAX (2.46) and VFORX (2.44) have matching dividends . NWMAX was incepted earlier than VFORX: NWMAX (18 years) vs VFORX (19 years). NWMAX (0.96) is less costly to investors than VFORX (0.08). NWMAX is a more actively managed with annual turnover of: 44.86 vs. VFORX (2.00). VFORX has a lower initial minimum investment than NWMAX: VFORX (1000) vs NWMAX (2000). VFORX annual gain was more profitable for investors over the last year : 7.21 vs. NWMAX (-4.05). VFORX return over 5 years is better than : 27.95 vs. NWMAX (25.01).
| NWMAX | VFORX | NWMAX / VFORX | |
| Total Expense Ratio | 0.96 | 0.08 | 1,200% |
| Annual Report Gross Expense Ratio | 0.96 | 0.08 | 1,200% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | -0.570 | 0.231 | -246% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 91.1B | 0% |
| Annual Yield % from dividends | 2.46 | 2.44 | 101% |
| Returns for 1 year | -4.05 | 7.21 | -56% |
| Returns for 3 years | 3.48 | 20.25 | 17% |
| Returns for 5 years | 25.01 | 27.95 | 89% |
| Returns for 10 years | 2.73 | 48.25 | 6% |
View a ticker or compare two or three
VS
VS
Ad is loading...