CVLEX
Price
$15.74
Change
+$0.16 (+1.03%)
Updated
Dec 3 closing price
Net Assets
27.19M
FWMIX
Price
$68.38
Change
+$0.31 (+0.46%)
Updated
Dec 3 closing price
Net Assets
209.48B
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CVLEX vs FWMIX

Header iconCVLEX vs FWMIX Comparison
Open Charts CVLEX vs FWMIXBanner chart's image
Cullen Value Retail
Price$15.74
Change+$0.16 (+1.03%)
VolumeN/A
Net Assets27.19M
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
CVLEX vs FWMIX Comparison Chart in %
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CVLEX vs. FWMIX commentary
Dec 05, 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 CVLEX is a Buy and FWMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. CVLEX (27.2M). FWMIX pays higher dividends than CVLEX: FWMIX (1.42) vs CVLEX (1.31). CVLEX was incepted earlier than FWMIX: CVLEX (13 years) vs FWMIX (9 years). CVLEX (2.68) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. CVLEX (19.00). CVLEX has a lower initial minimum investment than FWMIX: CVLEX (1000) vs FWMIX (1000000). CVLEX annual gain was more profitable for investors over the last year : 8.41 vs. FWMIX (5.47). FWMIX return over 5 years is better than : 43.92 vs. CVLEX (6.03).
CVLEXFWMIXCVLEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio2.680.261,031%
Fund Existence13 years9 years-
Gain YTD18.32212.468147%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets27.2M209B0%
Annual Yield % from dividends1.311.4292%
Returns for 1 year8.415.47154%
Returns for 3 years13.1930.5843%
Returns for 5 years6.0343.9214%
Returns for 10 years36.15N/A-
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