FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
TDFAX
Price
$9.22
Change
+$0.67 (+7.84%)
Updated
Feb 3 closing price
Net Assets
206.52M
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FWMIX vs TDFAX

Header iconFWMIX vs TDFAX Comparison
Open Charts FWMIX vs TDFAXBanner chart's image
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Transamerica Sustainable Equity Inc A
Price$9.22
Change+$0.67 (+7.84%)
VolumeN/A
Net Assets206.52M
FWMIX vs TDFAX Comparison Chart in %
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FWMIX vs. TDFAX 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 TDFAX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. TDFAX (207M). FWMIX pays higher dividends than TDFAX: FWMIX (1.49) vs TDFAX (1.12). FWMIX was incepted earlier than TDFAX: FWMIX (9 years) vs TDFAX (13 years). TDFAX (1.05) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. TDFAX (22.00). TDFAX has a lower initial minimum investment than FWMIX: TDFAX (1000) vs FWMIX (1000000). TDFAX annual gain was more profitable for investors over the last year : 14.26 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. TDFAX (20.21).
FWMIXTDFAXFWMIX / TDFAX
Total Expense Ratio0.261.0525%
Annual Report Gross Expense Ratio0.261.0525%
Fund Existence9 years13 years-
Gain YTD1.5356.09925%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B207M100,483%
Annual Yield % from dividends1.491.12133%
Returns for 1 year5.5614.2639%
Returns for 3 years30.7329.11106%
Returns for 5 years38.0720.21188%
Returns for 10 yearsN/A-0.75-
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