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NWMAX vs VFORX
NWMAX vs VFORX Comparison Chart in %
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NWMAX vs. VFORX commentary
Sep 10, 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 StrongBuy and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 103B vs. NWMAX (184M). NWMAX pays higher dividends than VFORX: NWMAX (2.33) vs VFORX (2.17). 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 : 14.47 vs. NWMAX (3.31). VFORX return over 5 years is better than : 27.34 vs. NWMAX (24.83).
| 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 | 12.515 | 13.535 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 103B | 0% |
| Annual Yield % from dividends | 2.33 | 2.17 | 108% |
| Returns for 1 year | 3.31 | 14.47 | 23% |
| Returns for 3 years | 21.06 | 40.75 | 52% |
| Returns for 5 years | 24.83 | 27.34 | 91% |
| Returns for 10 years | 25.42 | 82.18 | 31% |
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