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FWMIX vs TRLCX
FWMIX vs TRLCX Comparison
Open Charts FWMIX vs TRLCX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Nuveen Large Cap Value Retire
Price$25.52
Change+$0.23 (+0.91%)
VolumeN/A
Net Assets6.25B
FWMIX vs TRLCX Comparison Chart in %
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FWMIX vs. TRLCX commentary
Dec 04, 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 StrongBuy and TRLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. TRLCX (6.25B). FWMIX pays higher dividends than TRLCX: FWMIX (1.42) vs TRLCX (1.10). 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 : 7.08 vs. FWMIX (5.47). FWMIX (43.92) and TRLCX (43.40) 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 | 12.468 | 16.106 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.25B | 3,342% |
| Annual Yield % from dividends | 1.42 | 1.10 | 129% |
| Returns for 1 year | 5.47 | 7.08 | 77% |
| Returns for 3 years | 30.58 | 25.85 | 118% |
| Returns for 5 years | 43.92 | 43.40 | 101% |
| Returns for 10 years | N/A | 56.24 | - |
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