EQNSX
Price
$24.01
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
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EQNSX vs FWMIX

Header iconEQNSX vs FWMIX Comparison
Open Charts EQNSX vs FWMIXBanner chart's image
MFS Equity Income R2
Price$24.01
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
EQNSX vs FWMIX Comparison Chart in %
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EQNSX 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 EQNSX is a StrongBuy and FWMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. EQNSX (697M). EQNSX pays higher dividends than FWMIX: EQNSX (1.65) vs FWMIX (1.42). EQNSX was incepted earlier than FWMIX: EQNSX (13 years) vs FWMIX (9 years). EQNSX (1.20) is less costly to investors than FWMIX (0.26). EQNSX is a more actively managed with annual turnover of: 40.00 vs. FWMIX (29.00). EQNSX has a lower initial minimum investment than FWMIX: EQNSX (0) vs FWMIX (1000000). EQNSX annual gain was more profitable for investors over the last year : 5.32 vs. FWMIX (4.79). EQNSX return over 5 years is better than : 49.24 vs. FWMIX (44.91).
EQNSXFWMIXEQNSX / FWMIX
Total Expense Ratio1.140.26438%
Annual Report Gross Expense Ratio1.200.26462%
Fund Existence13 years9 years-
Gain YTD15.03411.908126%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets697M209B0%
Annual Yield % from dividends1.651.42116%
Returns for 1 year5.324.79111%
Returns for 3 years29.3529.9398%
Returns for 5 years49.2444.91110%
Returns for 10 years111.85N/A-
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