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FEFRX vs FWMIX
FEFRX vs FWMIX Comparison
Open Charts FEFRX vs FWMIX
First Eagle Rising Dividend Fund R6
Price$30.99
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets454.09M
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
FEFRX vs FWMIX Comparison Chart in %
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FEFRX vs. FWMIX commentary
Dec 28, 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 FEFRX is a Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. FEFRX (454M). FWMIX pays higher dividends than FEFRX: FWMIX (1.42) vs FEFRX (1.08). 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 (15.44). 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 : 14.24 vs. FWMIX (6.17). FWMIX return over 5 years is better than : 42.57 vs. FEFRX (26.63).
| 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 | 15.983 | 8.323 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 209B | 0% |
| Annual Yield % from dividends | 1.08 | 1.42 | 76% |
| Returns for 1 year | 14.24 | 6.17 | 231% |
| Returns for 3 years | 47.38 | 33.20 | 143% |
| Returns for 5 years | 26.63 | 42.57 | 63% |
| Returns for 10 years | N/A | N/A | - |
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