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AIWEX vs FNRCX
AIWEX vs FNRCX Comparison Chart in %
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AIWEX vs. FNRCX commentary
Sep 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 AIWEX is a Buy and FNRCX is a Buy.
FUNDAMENTALS
Fundamentals
FNRCX has more cash in the bank: 952M vs. AIWEX (157M). AIWEX pays higher dividends than FNRCX: AIWEX (0.94) vs FNRCX (0.71). AIWEX was incepted earlier than FNRCX: AIWEX (12 years) vs FNRCX (28 years). FNRCX (1.73) is less costly to investors than AIWEX (1.21). AIWEX is a more actively managed with annual turnover of: 161.00 vs. FNRCX (31.00). FNRCX has a lower initial minimum investment than AIWEX: FNRCX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : 34.38 vs. FNRCX (11.05). FNRCX (264.44) and AIWEX (260.11) have equivalent 5 years return.
| AIWEX | FNRCX | AIWEX / FNRCX | |
| Total Expense Ratio | 0.93 | 1.73 | 54% |
| Annual Report Gross Expense Ratio | 1.21 | 1.73 | 70% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 24.585 | 10.671 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 952M | 16% |
| Annual Yield % from dividends | 0.94 | 0.71 | 131% |
| Returns for 1 year | 34.38 | 11.05 | 311% |
| Returns for 3 years | 74.16 | 43.76 | 169% |
| Returns for 5 years | 260.11 | 264.44 | 98% |
| Returns for 10 years | 170.40 | 91.92 | 185% |
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