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NWMAX vs VFORX
NWMAX vs VFORX Comparison Chart in %
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NWMAX vs. VFORX commentary
Jun 28, 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: 96.2B vs. NWMAX (189M). NWMAX (2.36) and VFORX (2.32) 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 : 11.05 vs. NWMAX (-0.30). VFORX return over 5 years is better than : 31.21 vs. NWMAX (27.62).
| 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 | 7.146 | 8.098 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 96.2B | 0% |
| Annual Yield % from dividends | 2.36 | 2.32 | 102% |
| Returns for 1 year | -0.30 | 11.05 | -3% |
| Returns for 3 years | 19.20 | 37.84 | 51% |
| Returns for 5 years | 27.62 | 31.21 | 88% |
| Returns for 10 years | 12.87 | 63.45 | 20% |
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