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FWMIX vs HULEX
FWMIX vs HULEX Comparison
Open Charts FWMIX vs HULEX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Huber Select Large Cap Value Instl
Price$36.07
Change+$0.82 (+2.33%)
VolumeN/A
Net Assets487.31M
FWMIX vs HULEX Comparison Chart in %
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FWMIX vs. HULEX 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 HULEX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. HULEX (487M). FWMIX (1.49) and HULEX (1.49) have matching dividends . FWMIX was incepted earlier than HULEX: FWMIX (9 years) vs HULEX (14 years). HULEX (1.03) is less costly to investors than FWMIX (0.26). HULEX is a more actively managed with annual turnover of: 46.00 vs. FWMIX (29.00). FWMIX (1000000) and HULEX (1000000) have matching initial minimum investment requirements. HULEX annual gain was more profitable for investors over the last year : 9.64 vs. FWMIX (5.56). HULEX return over 5 years is better than : 88.93 vs. FWMIX (38.07).
| FWMIX | HULEX | FWMIX / HULEX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.535 | 2.501 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 487M | 42,710% |
| Annual Yield % from dividends | 1.49 | 1.49 | 100% |
| Returns for 1 year | 5.56 | 9.64 | 58% |
| Returns for 3 years | 30.73 | 50.21 | 61% |
| Returns for 5 years | 38.07 | 88.93 | 43% |
| Returns for 10 years | N/A | 256.94 | - |
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