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CHDVX vs FWMIX
CHDVX vs FWMIX Comparison
Open Charts CHDVX vs FWMIX
Cullen High Dividend Equity I
Price$13.24
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets653.95M
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
CHDVX vs FWMIX Comparison Chart in %
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CHDVX vs. FWMIX commentary
Dec 29, 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 CHDVX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. CHDVX (654M). CHDVX pays higher dividends than FWMIX: CHDVX (1.86) vs FWMIX (1.42). 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. FWMIX annual gain was more profitable for investors over the last year : 6.17 vs. CHDVX (3.58). FWMIX return over 5 years is better than : 42.57 vs. CHDVX (2.06).
| 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 | 4.791 | 8.323 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 209B | 0% |
| Annual Yield % from dividends | 1.86 | 1.42 | 131% |
| Returns for 1 year | 3.58 | 6.17 | 58% |
| Returns for 3 years | -4.88 | 33.20 | -15% |
| Returns for 5 years | 2.06 | 42.57 | 5% |
| Returns for 10 years | -2.46 | N/A | - |
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