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FWMIX vs HUDEX
FWMIX vs HUDEX Comparison
Open Charts FWMIX vs HUDEX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Huber Large Cap Value Inst
Price$26.63
Change+$0.79 (+3.06%)
VolumeN/A
Net Assets19.82M
FWMIX vs HUDEX Comparison Chart in %
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FWMIX vs. HUDEX 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 FWMIX is a Hold and HUDEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. HUDEX (19.8M). FWMIX pays higher dividends than HUDEX: FWMIX (1.49) vs HUDEX (1.34). 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). HUDEX is a more actively managed with annual turnover of: 34.00 vs. FWMIX (29.00). FWMIX (1000000) and HUDEX (1000000) have matching initial minimum investment requirements. HUDEX annual gain was more profitable for investors over the last year : 10.35 vs. FWMIX (5.56). HUDEX return over 5 years is better than : 73.38 vs. FWMIX (38.07).
| 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 | 1.535 | 1.448 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 19.8M | 1,050,505% |
| Annual Yield % from dividends | 1.49 | 1.34 | 112% |
| Returns for 1 year | 5.56 | 10.35 | 54% |
| Returns for 3 years | 30.73 | 47.17 | 65% |
| Returns for 5 years | 38.07 | 73.38 | 52% |
| Returns for 10 years | N/A | 194.54 | - |
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