EQNTX
Price
$24.00
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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EQNTX vs FWMIX

Header iconEQNTX vs FWMIX Comparison
Open Charts EQNTX vs FWMIXBanner chart's image
MFS Equity Income R3
Price$24.00
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
EQNTX vs FWMIX Comparison Chart in %
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EQNTX 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 EQNTX is a StrongBuy and FWMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. EQNTX (697M). EQNTX pays higher dividends than FWMIX: EQNTX (1.85) vs FWMIX (1.42). EQNTX was incepted earlier than FWMIX: EQNTX (13 years) vs FWMIX (9 years). EQNTX (0.95) is less costly to investors than FWMIX (0.26). EQNTX is a more actively managed with annual turnover of: 40.00 vs. FWMIX (29.00). EQNTX has a lower initial minimum investment than FWMIX: EQNTX (0) vs FWMIX (1000000). EQNTX annual gain was more profitable for investors over the last year : 5.60 vs. FWMIX (4.79). EQNTX return over 5 years is better than : 51.14 vs. FWMIX (44.91).
EQNTXFWMIXEQNTX / FWMIX
Total Expense Ratio0.890.26342%
Annual Report Gross Expense Ratio0.950.26365%
Fund Existence13 years9 years-
Gain YTD15.32511.908129%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets697M209B0%
Annual Yield % from dividends1.851.42130%
Returns for 1 year5.604.79117%
Returns for 3 years30.2929.93101%
Returns for 5 years51.1444.91114%
Returns for 10 years117.18N/A-
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