FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
PEQIX
Price
$26.01
Change
+$0.87 (+3.46%)
Updated
Feb 3 closing price
Net Assets
833.8M
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FWMIX vs PEQIX

Header iconFWMIX vs PEQIX Comparison
Open Charts FWMIX vs PEQIXBanner chart's image
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Victory Pioneer Equity Income A
Price$26.01
Change+$0.87 (+3.46%)
VolumeN/A
Net Assets833.8M
FWMIX vs PEQIX Comparison Chart in %
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FWMIX vs. PEQIX 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 PEQIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. PEQIX (834M). PEQIX pays higher dividends than FWMIX: PEQIX (1.93) vs FWMIX (1.49). FWMIX was incepted earlier than PEQIX: FWMIX (9 years) vs PEQIX (36 years). PEQIX (1.02) is less costly to investors than FWMIX (0.26). PEQIX is a more actively managed with annual turnover of: 49.00 vs. FWMIX (29.00). PEQIX has a lower initial minimum investment than FWMIX: PEQIX (2500) vs FWMIX (1000000). PEQIX annual gain was more profitable for investors over the last year : 6.03 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. PEQIX (-22.57).
FWMIXPEQIXFWMIX / PEQIX
Total Expense Ratio0.261.0026%
Annual Report Gross Expense Ratio0.261.0225%
Fund Existence9 years36 years-
Gain YTD1.5355.94726%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B834M24,940%
Annual Yield % from dividends1.491.9377%
Returns for 1 year5.566.0392%
Returns for 3 years30.73-21.30-144%
Returns for 5 years38.07-22.57-169%
Returns for 10 yearsN/A6.50-
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