EQNBX
Price
$23.98
Change
+$0.20 (+0.84%)
Updated
Dec 3 closing price
Net Assets
696.85M
FWMIX
Price
$68.38
Change
+$0.31 (+0.46%)
Updated
Dec 3 closing price
Net Assets
209.48B
Interact to see
Advertisement

EQNBX vs FWMIX

Header iconEQNBX vs FWMIX Comparison
Open Charts EQNBX vs FWMIXBanner chart's image
MFS Equity Income B
Price$23.98
Change+$0.20 (+0.84%)
VolumeN/A
Net Assets696.85M
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
EQNBX vs FWMIX Comparison Chart in %
View a ticker or compare two or three
VS
EQNBX vs. FWMIX commentary
Dec 04, 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 EQNBX is a StrongBuy and FWMIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. EQNBX (697M). FWMIX pays higher dividends than EQNBX: FWMIX (1.42) vs EQNBX (1.13). EQNBX was incepted earlier than FWMIX: EQNBX (13 years) vs FWMIX (9 years). EQNBX (1.70) is less costly to investors than FWMIX (0.26). EQNBX is a more actively managed with annual turnover of: 40.00 vs. FWMIX (29.00). EQNBX has a lower initial minimum investment than FWMIX: EQNBX (1000) vs FWMIX (1000000). FWMIX (4.79) and EQNBX (4.77) have marching annual gain over last year. FWMIX (44.91) and EQNBX (44.23) have equivalent 5 years return.
EQNBXFWMIXEQNBX / FWMIX
Total Expense Ratio1.640.26631%
Annual Report Gross Expense Ratio1.700.26654%
Fund Existence13 years9 years-
Gain YTD14.51411.908122%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets697M209B0%
Annual Yield % from dividends1.131.4280%
Returns for 1 year4.774.79100%
Returns for 3 years27.2129.9391%
Returns for 5 years44.2344.9198%
Returns for 10 years96.63N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PDEC43.160.08
+0.19%
Innovator U.S. Eq Power Buffer ETF - Dec
HOMZ46.740.01
+0.02%
The Hoya Capital Housing ETF
IWD208.47-0.08
-0.04%
iShares Russell 1000 Value ETF
AFIF9.46-0.01
-0.06%
Anfield Universal Fixed Income ETF
OMAH18.98-0.07
-0.34%
Vistashares Target 15 Berkshire Select Income ETF