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FWMIX vs TRLCX
FWMIX vs TRLCX Comparison
Open Charts FWMIX vs TRLCX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Nuveen Large Cap Value Retire
Price$23.96
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets6.25B
FWMIX vs TRLCX Comparison Chart in %
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FWMIX vs. TRLCX commentary
Dec 28, 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 Hold and TRLCX is a Hold.
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 : 7.49 vs. FWMIX (6.17). FWMIX return over 5 years is better than : 42.57 vs. TRLCX (35.79).
| 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 | 8.323 | 9.008 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.25B | 3,345% |
| Annual Yield % from dividends | 1.42 | 1.10 | 129% |
| Returns for 1 year | 6.17 | 7.49 | 82% |
| Returns for 3 years | 33.20 | 29.80 | 111% |
| Returns for 5 years | 42.57 | 35.79 | 119% |
| Returns for 10 years | N/A | 60.45 | - |
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