FEFAX
Price
$30.45
Change
+$0.05 (+0.16%)
Updated
Oct 17 closing price
Net Assets
452.68M
FWMIX
Price
$66.76
Change
+$0.27 (+0.41%)
Updated
Oct 17 closing price
Net Assets
205.87B
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FEFAX vs FWMIX

Header iconFEFAX vs FWMIX Comparison
Open Charts FEFAX vs FWMIXBanner chart's image
First Eagle Rising Dividend Fund A
Price$30.45
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets452.68M
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
FEFAX vs FWMIX Comparison Chart in %
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FEFAX 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 FEFAX is a StrongBuy and FWMIX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 206B vs. FEFAX (453M). FWMIX pays higher dividends than FEFAX: FWMIX (1.46) vs FEFAX (0.94). FEFAX was incepted earlier than FWMIX: FEFAX (27 years) vs FWMIX (9 years). FEFAX (1.07) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. FEFAX (15.44). FEFAX has a lower initial minimum investment than FWMIX: FEFAX (2500) vs FWMIX (1000000). FEFAX annual gain was more profitable for investors over the last year : 10.63 vs. FWMIX (4.16). FWMIX return over 5 years is better than : 50.55 vs. FEFAX (17.00).
FEFAXFWMIXFEFAX / FWMIX
Total Expense Ratio0.900.26346%
Annual Report Gross Expense Ratio1.070.26412%
Fund Existence27 years9 years-
Gain YTD20.8349.803213%
Front Load5%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets453M206B0%
Annual Yield % from dividends0.941.4664%
Returns for 1 year10.634.16256%
Returns for 3 years59.4142.02141%
Returns for 5 years17.0050.5534%
Returns for 10 years-10.71N/A-
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