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CHDVX vs FWMIX
CHDVX vs FWMIX Comparison
Open Charts CHDVX vs FWMIX
Cullen High Dividend Equity I
Price$13.84
Change-$0.60 (-4.16%)
VolumeN/A
Net Assets669.14M
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
CHDVX vs FWMIX Comparison Chart in %
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CHDVX vs. FWMIX commentary
Feb 04, 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 CHDVX is a Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. CHDVX (669M). CHDVX pays higher dividends than FWMIX: CHDVX (1.99) vs FWMIX (1.49). CHDVX was incepted earlier than FWMIX: CHDVX (21 years) vs FWMIX (9 years). CHDVX (1.11) is less costly to investors than FWMIX (0.26). CHDVX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (29.00). CHDVX (1000000) and FWMIX (1000000) have matching initial minimum investment requirements. CHDVX annual gain was more profitable for investors over the last year : 7.36 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. CHDVX (1.47).
| CHDVX | FWMIX | CHDVX / FWMIX | |
| Total Expense Ratio | 0.75 | 0.26 | 288% |
| Annual Report Gross Expense Ratio | 1.11 | 0.26 | 427% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 5.407 | 1.535 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 208B | 0% |
| Annual Yield % from dividends | 1.99 | 1.49 | 133% |
| Returns for 1 year | 7.36 | 5.56 | 132% |
| Returns for 3 years | -2.25 | 30.73 | -7% |
| Returns for 5 years | 1.47 | 38.07 | 4% |
| Returns for 10 years | 12.76 | N/A | - |
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