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FWMIX vs NBHRX
FWMIX vs NBHRX Comparison
Open Charts FWMIX vs NBHRX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Neuberger Equity Income R3
Price$16.37
Change+$1.24 (+8.20%)
VolumeN/A
Net Assets1.03B
FWMIX vs NBHRX Comparison Chart in %
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FWMIX vs. NBHRX 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 NBHRX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. NBHRX (1.03B). FWMIX pays higher dividends than NBHRX: FWMIX (1.49) vs NBHRX (1.28). FWMIX was incepted earlier than NBHRX: FWMIX (9 years) vs NBHRX (16 years). NBHRX (1.37) is less costly to investors than FWMIX (0.26). NBHRX is a more actively managed with annual turnover of: 31.00 vs. FWMIX (29.00). NBHRX has a lower initial minimum investment than FWMIX: NBHRX (0) vs FWMIX (1000000). NBHRX annual gain was more profitable for investors over the last year : 20.00 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. NBHRX (28.48).
| FWMIX | NBHRX | FWMIX / NBHRX | |
| Total Expense Ratio | 0.26 | 1.37 | 19% |
| Annual Report Gross Expense Ratio | 0.26 | 1.37 | 19% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 1.535 | 6.230 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.03B | 20,194% |
| Annual Yield % from dividends | 1.49 | 1.28 | 116% |
| Returns for 1 year | 5.56 | 20.00 | 28% |
| Returns for 3 years | 30.73 | 31.40 | 98% |
| Returns for 5 years | 38.07 | 28.48 | 134% |
| Returns for 10 years | N/A | 70.73 | - |
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