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FWMIX vs HULEX
FWMIX vs HULEX Comparison
Open Charts FWMIX vs HULEX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Huber Select Large Cap Value Instl
Price$34.86
Change-$0.42 (-1.19%)
VolumeN/A
Net Assets425.13M
FWMIX vs HULEX Comparison Chart in %
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FWMIX vs. HULEX commentary
Nov 14, 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 Buy and HULEX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. HULEX (425M). FWMIX pays higher dividends than HULEX: FWMIX (1.46) vs HULEX (1.17). 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 : 3.99 vs. HULEX (3.07). HULEX return over 5 years is better than : 103.23 vs. FWMIX (45.62).
| 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 | 9.968 | 6.671 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 425M | 49,176% |
| Annual Yield % from dividends | 1.46 | 1.17 | 125% |
| Returns for 1 year | 3.99 | 3.07 | 130% |
| Returns for 3 years | 31.99 | 47.61 | 67% |
| Returns for 5 years | 45.62 | 103.23 | 44% |
| Returns for 10 years | N/A | 193.19 | - |
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