CHVCX
Price
$13.98
Change
+$0.07 (+0.50%)
Updated
Oct 17 closing price
Net Assets
666.11M
FWMIX
Price
$66.76
Change
+$0.27 (+0.41%)
Updated
Oct 17 closing price
Net Assets
206.71B
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CHVCX vs FWMIX

Header iconCHVCX vs FWMIX Comparison
Open Charts CHVCX vs FWMIXBanner chart's image
Cullen High Dividend Equity C
Price$13.98
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets666.11M
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
CHVCX vs FWMIX Comparison Chart in %
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CHVCX vs. FWMIX commentary
Oct 19, 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 CHVCX is a Hold and FWMIX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 207B vs. CHVCX (666M). FWMIX pays higher dividends than CHVCX: FWMIX (1.46) vs CHVCX (1.12). CHVCX was incepted earlier than FWMIX: CHVCX (21 years) vs FWMIX (9 years). CHVCX (2.10) is less costly to investors than FWMIX (0.26). CHVCX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (29.00). CHVCX has a lower initial minimum investment than FWMIX: CHVCX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.16 vs. CHVCX (-5.96). FWMIX return over 5 years is better than : 50.55 vs. CHVCX (2.93).
CHVCXFWMIXCHVCX / FWMIX
Total Expense Ratio1.750.26673%
Annual Report Gross Expense Ratio2.100.26808%
Fund Existence21 years9 years-
Gain YTD13.0819.803133%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets666M207B0%
Annual Yield % from dividends1.121.4677%
Returns for 1 year-5.964.16-143%
Returns for 3 years3.0642.027%
Returns for 5 years2.9350.556%
Returns for 10 years-1.48N/A-
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