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CHDVX vs FWMIX
CHDVX vs FWMIX Comparison
Open Charts CHDVX vs FWMIX
Cullen High Dividend Equity I
Price$14.42
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets663.14M
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
CHDVX vs FWMIX Comparison Chart in %
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CHDVX vs. FWMIX commentary
Oct 18, 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: 206B vs. CHDVX (663M). CHDVX pays higher dividends than FWMIX: CHDVX (1.92) vs FWMIX (1.46). CHDVX was incepted earlier than FWMIX: CHDVX (21 years) vs FWMIX (9 years). CHDVX (1.10) 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 : 4.16 vs. CHDVX (-5.17). FWMIX return over 5 years is better than : 50.55 vs. CHDVX (8.76).
| CHDVX | FWMIX | CHDVX / FWMIX | |
| Total Expense Ratio | 0.75 | 0.26 | 288% |
| Annual Report Gross Expense Ratio | 1.10 | 0.26 | 423% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 13.427 | 9.803 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 206B | 0% |
| Annual Yield % from dividends | 1.92 | 1.46 | 132% |
| Returns for 1 year | -5.17 | 4.16 | -124% |
| Returns for 3 years | 6.42 | 42.02 | 15% |
| Returns for 5 years | 8.76 | 50.55 | 17% |
| Returns for 10 years | 9.73 | N/A | - |
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