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FWMIX vs TRLCX
FWMIX vs TRLCX Comparison
Open Charts FWMIX vs TRLCX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Nuveen Large Cap Value Retire
Price$25.12
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets6.46B
FWMIX vs TRLCX Comparison Chart in %
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FWMIX vs. TRLCX commentary
Feb 05, 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 TRLCX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. TRLCX (6.46B). FWMIX pays higher dividends than TRLCX: FWMIX (1.49) vs TRLCX (1.26). 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 : 10.22 vs. FWMIX (5.58). FWMIX (38.51) and TRLCX (38.13) have equivalent 5 years return.
| 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 | 1.934 | 5.858 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 6.46B | 3,219% |
| Annual Yield % from dividends | 1.49 | 1.26 | 118% |
| Returns for 1 year | 5.58 | 10.22 | 55% |
| Returns for 3 years | 31.24 | 32.49 | 96% |
| Returns for 5 years | 38.51 | 38.13 | 101% |
| Returns for 10 years | N/A | 91.76 | - |
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