NWXQX yields 12.42% · DVY yields 3.46%● Live data
📍 NWXQX pulled ahead of the other in Year 1
Combined, NWXQX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of NWXQX + DVY for your $10,000?
The fund normally invests at least 80% of its net assets in equity securities of companies included in the S&P MidCap 400® Index. The S&P MidCap 400® Index includes approximately 400 stocks of mid-cap U.S. companies in a wide range of businesses. The adviser employs a passive management, or indexing, approach, which seeks to match approximately the performance of the S&P MidCap 400® Index before the deduction of fund expenses.
Full NWXQX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.