Bridgewater Bancshares, Inc. (BWB) vs Nuveen California AMT-Free Quality Municipal Income Fund (NKX)
Over the past 5 years, BWB outperformed NKX — 2.57% vs -3.12% annualized total return (price plus dividends).
A side-by-side comparison of Bridgewater Bancshares, Inc. and Nuveen California AMT-Free Quality Municipal Income Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
Total return — BWB vs NKX
growth of $100 · dividends reinvested · last 9yMetrics side by side
Did BWB beat NKX?
Over the past 5 years, BWB outperformed NKX — 2.57% vs -3.12% annualized total return (price plus dividends).
Total return (annualized)
| Metric | BWB | NKX |
|---|---|---|
| Total return (1Y) | 18.41% | -11.97% |
| Total return CAGR (3Y) | 28.31% | 8.40% |
| Total return CAGR (5Y) | 2.57% | -3.12% |
| Total return CAGR (10Y) | N/A | 0.79% |
NKX is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has BWB beaten NKX?
- Over the past 5 years, BWB outperformed NKX — 2.57% vs -3.12% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.