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FWMIX vs NBHIX
FWMIX vs NBHIX Comparison
Open Charts FWMIX vs NBHIX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Neuberger Equity Income I
Price$16.47
Change+$1.25 (+8.21%)
VolumeN/A
Net Assets1.03B
FWMIX vs NBHIX Comparison Chart in %
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FWMIX vs. NBHIX 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 NBHIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. NBHIX (1.03B). NBHIX pays higher dividends than FWMIX: NBHIX (1.84) vs FWMIX (1.49). FWMIX was incepted earlier than NBHIX: FWMIX (9 years) vs NBHIX (19 years). NBHIX (0.72) is less costly to investors than FWMIX (0.26). NBHIX is a more actively managed with annual turnover of: 31.00 vs. FWMIX (29.00). FWMIX (1000000) and NBHIX (1000000) have matching initial minimum investment requirements. NBHIX annual gain was more profitable for investors over the last year : 20.78 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. NBHIX (31.92).
| FWMIX | NBHIX | FWMIX / NBHIX | |
| Total Expense Ratio | 0.26 | 0.72 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.72 | 36% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 1.535 | 6.327 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.03B | 20,194% |
| Annual Yield % from dividends | 1.49 | 1.84 | 81% |
| Returns for 1 year | 5.56 | 20.78 | 27% |
| Returns for 3 years | 30.73 | 33.98 | 90% |
| Returns for 5 years | 38.07 | 31.92 | 119% |
| Returns for 10 years | N/A | 78.94 | - |
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