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FWMIX vs NFJEX
FWMIX vs NFJEX Comparison
Open Charts FWMIX vs NFJEX
American Funds Washington Mutual F3
Price$66.55
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets208.21B
Virtus NFJ Dividend Value Inst
Price$10.41
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets494.71M
FWMIX vs NFJEX Comparison Chart in %
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FWMIX vs. NFJEX commentary
Jan 15, 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 NFJEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. NFJEX (495M). NFJEX pays higher dividends than FWMIX: NFJEX (2.32) vs FWMIX (1.52). FWMIX was incepted earlier than NFJEX: FWMIX (9 years) vs NFJEX (26 years). NFJEX (0.74) is less costly to investors than FWMIX (0.26). NFJEX is a more actively managed with annual turnover of: 36.00 vs. FWMIX (29.00). FWMIX (1000000) and NFJEX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 10.05 vs. NFJEX (1.08). FWMIX return over 5 years is better than : 40.48 vs. NFJEX (1.80).
| FWMIX | NFJEX | FWMIX / NFJEX | |
| Total Expense Ratio | 0.26 | 0.70 | 37% |
| Annual Report Gross Expense Ratio | 0.26 | 0.74 | 35% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 2.165 | 3.069 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 495M | 42,020% |
| Annual Yield % from dividends | 1.52 | 2.32 | 65% |
| Returns for 1 year | 10.05 | 1.08 | 930% |
| Returns for 3 years | 31.93 | 5.93 | 538% |
| Returns for 5 years | 40.48 | 1.80 | 2,250% |
| Returns for 10 years | N/A | -7.64 | - |
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