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FWMIX vs HUDEX
FWMIX vs HUDEX Comparison
Open Charts FWMIX vs HUDEX
American Funds Washington Mutual F3
Price$65.87
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
Huber Large Cap Value Inst
Price$26.56
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets19.75M
FWMIX vs HUDEX Comparison Chart in %
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FWMIX vs. HUDEX commentary
Dec 27, 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 FWMIX is a Hold and HUDEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. HUDEX (19.8M). FWMIX pays higher dividends than HUDEX: FWMIX (1.42) vs HUDEX (1.21). FWMIX was incepted earlier than HUDEX: FWMIX (9 years) vs HUDEX (13 years). HUDEX (1.68) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. HUDEX (27.16). FWMIX (1000000) and HUDEX (1000000) have matching initial minimum investment requirements. HUDEX annual gain was more profitable for investors over the last year : 9.57 vs. FWMIX (6.49). HUDEX return over 5 years is better than : 80.02 vs. FWMIX (42.59).
| FWMIX | HUDEX | FWMIX / HUDEX | |
| Total Expense Ratio | 0.26 | 0.75 | 35% |
| Annual Report Gross Expense Ratio | 0.26 | 1.68 | 15% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 8.339 | 10.667 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 19.8M | 1,055,556% |
| Annual Yield % from dividends | 1.42 | 1.21 | 117% |
| Returns for 1 year | 6.49 | 9.57 | 68% |
| Returns for 3 years | 33.27 | 50.14 | 66% |
| Returns for 5 years | 42.59 | 80.02 | 53% |
| Returns for 10 years | N/A | 157.10 | - |
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