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FWMIX vs HULEX
FWMIX vs HULEX Comparison
Open Charts FWMIX vs HULEX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Huber Select Large Cap Value Instl
Price$35.31
Change+$0.34 (+0.97%)
VolumeN/A
Net Assets466.78M
FWMIX vs HULEX Comparison Chart in %
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FWMIX vs. HULEX commentary
Dec 05, 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 StrongBuy and HULEX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. HULEX (467M). FWMIX pays higher dividends than HULEX: FWMIX (1.42) vs HULEX (1.16). 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: 33.40 vs. FWMIX (29.00). FWMIX (1000000) and HULEX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 5.47 vs. HULEX (4.12). HULEX return over 5 years is better than : 97.53 vs. FWMIX (43.92).
| 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 | 12.468 | 8.048 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 467M | 44,754% |
| Annual Yield % from dividends | 1.42 | 1.16 | 122% |
| Returns for 1 year | 5.47 | 4.12 | 133% |
| Returns for 3 years | 30.58 | 44.03 | 69% |
| Returns for 5 years | 43.92 | 97.53 | 45% |
| Returns for 10 years | N/A | 190.52 | - |
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