Interact to see
Advertisement
Advertisement
FEFRX vs FWMIX
FEFRX vs FWMIX Comparison
Open Charts FEFRX vs FWMIX
First Eagle Rising Dividend Fund R6
Price$32.87
Change+$0.84 (+2.62%)
VolumeN/A
Net Assets476.94M
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
FEFRX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. FWMIX commentary
Feb 04, 2026
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 FEFRX is a Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. FEFRX (477M). FWMIX pays higher dividends than FEFRX: FWMIX (1.49) vs FEFRX (1.04). FEFRX was incepted earlier than FWMIX: FEFRX (9 years) vs FWMIX (9 years). FEFRX (0.73) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. FEFRX (12.52). FEFRX has a lower initial minimum investment than FWMIX: FEFRX (0) vs FWMIX (1000000). FEFRX annual gain was more profitable for investors over the last year : 18.63 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. FEFRX (30.55).
| FEFRX | FWMIX | FEFRX / FWMIX | |
| Total Expense Ratio | 0.65 | 0.26 | 250% |
| Annual Report Gross Expense Ratio | 0.73 | 0.26 | 281% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 6.894 | 1.535 | 449% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 208B | 0% |
| Annual Yield % from dividends | 1.04 | 1.49 | 69% |
| Returns for 1 year | 18.63 | 5.56 | 335% |
| Returns for 3 years | 44.27 | 30.73 | 144% |
| Returns for 5 years | 30.55 | 38.07 | 80% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RDIV | 55.09 | 0.61 | +1.12% |
| Invesco S&P Ultra Dividend Revenue ETF | |||
| AUDUSD | 0.70 | N/A | N/A |
| Australian Dollar - United States Dollar | |||
| CNYAUD | 0.21 | N/A | N/A |
| China Yuan - Australian Dollar | |||
| GBPNZD | 2.27 | N/A | N/A |
| United Kingdom Pound - New Zealand Dollar | |||
| NZDAUD | 0.86 | N/A | N/A |
| New Zealand Dollar - Australian Dollar | |||