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AIWEX vs FNARX
AIWEX vs FNARX Comparison Chart in %
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AIWEX vs. FNARX commentary
Feb 05, 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 AIWEX is a Hold and FNARX is a Hold.
FUNDAMENTALS
Fundamentals
FNARX has more cash in the bank: 826M vs. AIWEX (219M). FNARX pays higher dividends than AIWEX: FNARX (1.69) vs AIWEX (0.72). AIWEX was incepted earlier than FNARX: AIWEX (12 years) vs FNARX (29 years). AIWEX (1.19) is less costly to investors than FNARX (0.69). AIWEX is a more actively managed with annual turnover of: 175.00 vs. FNARX (68.00). FNARX has a lower initial minimum investment than AIWEX: FNARX (0) vs AIWEX (1000). FNARX annual gain was more profitable for investors over the last year : 39.87 vs. AIWEX (34.70). FNARX return over 5 years is better than : 196.75 vs. AIWEX (172.74).
| AIWEX | FNARX | AIWEX / FNARX | |
| Total Expense Ratio | 0.91 | 0.69 | 132% |
| Annual Report Gross Expense Ratio | 1.19 | 0.69 | 172% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 15.152 | 11.007 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 826M | 27% |
| Annual Yield % from dividends | 0.72 | 1.69 | 43% |
| Returns for 1 year | 34.70 | 39.87 | 87% |
| Returns for 3 years | 65.79 | 53.40 | 123% |
| Returns for 5 years | 172.74 | 196.75 | 88% |
| Returns for 10 years | 229.91 | 202.90 | 113% |
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