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FWMIX vs NBHAX
FWMIX vs NBHAX Comparison
Open Charts FWMIX vs NBHAX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Neuberger Equity Income A
Price$16.38
Change+$1.24 (+8.19%)
VolumeN/A
Net Assets1.03B
FWMIX vs NBHAX Comparison Chart in %
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FWMIX vs. NBHAX 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 NBHAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. NBHAX (1.03B). NBHAX (1.52) and FWMIX (1.49) have matching dividends . FWMIX was incepted earlier than NBHAX: FWMIX (9 years) vs NBHAX (18 years). NBHAX (1.09) is less costly to investors than FWMIX (0.26). NBHAX is a more actively managed with annual turnover of: 31.00 vs. FWMIX (29.00). NBHAX has a lower initial minimum investment than FWMIX: NBHAX (1000) vs FWMIX (1000000). NBHAX annual gain was more profitable for investors over the last year : 20.30 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. NBHAX (29.92).
| FWMIX | NBHAX | FWMIX / NBHAX | |
| Total Expense Ratio | 0.26 | 1.09 | 24% |
| Annual Report Gross Expense Ratio | 0.26 | 1.09 | 24% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 1.535 | 6.226 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.03B | 20,194% |
| Annual Yield % from dividends | 1.49 | 1.52 | 98% |
| Returns for 1 year | 5.56 | 20.30 | 27% |
| Returns for 3 years | 30.73 | 32.45 | 95% |
| Returns for 5 years | 38.07 | 29.92 | 127% |
| Returns for 10 years | N/A | 73.98 | - |
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