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FWMIX vs TRLCX
FWMIX vs TRLCX Comparison
Open Charts FWMIX vs TRLCX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Nuveen Large Cap Value Retire
Price$24.95
Change-$0.34 (-1.34%)
VolumeN/A
Net Assets6.26B
FWMIX vs TRLCX Comparison Chart in %
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FWMIX vs. TRLCX commentary
Nov 14, 2025
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 Buy and TRLCX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. TRLCX (6.26B). FWMIX pays higher dividends than TRLCX: FWMIX (1.46) vs TRLCX (1.13). FWMIX was incepted earlier than TRLCX: FWMIX (9 years) vs TRLCX (23 years). TRLCX (0.66) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. TRLCX (19.00). TRLCX has a lower initial minimum investment than FWMIX: TRLCX (0) vs FWMIX (1000000). TRLCX annual gain was more profitable for investors over the last year : 7.41 vs. FWMIX (3.99). TRLCX return over 5 years is better than : 48.75 vs. FWMIX (45.62).
| FWMIX | TRLCX | FWMIX / TRLCX | |
| Total Expense Ratio | 0.26 | 0.66 | 39% |
| Annual Report Gross Expense Ratio | 0.26 | 0.66 | 39% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.968 | 15.059 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.26B | 3,341% |
| Annual Yield % from dividends | 1.46 | 1.13 | 130% |
| Returns for 1 year | 3.99 | 7.41 | 54% |
| Returns for 3 years | 31.99 | 27.28 | 117% |
| Returns for 5 years | 45.62 | 48.75 | 94% |
| Returns for 10 years | N/A | 59.64 | - |
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