Bankwell Financial Group, Inc. (BWFG) vs Nuveen California AMT-Free Quality Municipal Income Fund (NKX)
Over the past 10 years, BWFG outperformed NKX — 13.12% vs 0.79% annualized total return (price plus dividends).
A side-by-side comparison of Bankwell Financial Group, 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 — BWFG vs NKX
growth of $100 · dividends reinvested · last 10yMetrics side by side
Did BWFG beat NKX?
Over the past 10 years, BWFG outperformed NKX — 13.12% vs 0.79% annualized total return (price plus dividends).
Total return (annualized)
| Metric | BWFG | NKX |
|---|---|---|
| Total return (1Y) | 54.20% | -11.97% |
| Total return CAGR (3Y) | 42.08% | 8.40% |
| Total return CAGR (5Y) | 20.07% | -3.12% |
| Total return CAGR (10Y) | 13.12% | 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 BWFG beaten NKX?
- Over the past 10 years, BWFG outperformed NKX — 13.12% vs 0.79% 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.