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FWMIX vs TRLHX
FWMIX vs TRLHX Comparison
Open Charts FWMIX vs TRLHX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Nuveen Large Cap Value I
Price$25.67
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets6.25B
FWMIX vs TRLHX Comparison Chart in %
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FWMIX vs. TRLHX 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 TRLHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. TRLHX (6.25B). FWMIX pays higher dividends than TRLHX: FWMIX (1.42) vs TRLHX (1.18). FWMIX was incepted earlier than TRLHX: FWMIX (9 years) vs TRLHX (10 years). TRLHX (0.50) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. TRLHX (19.00). TRLHX has a lower initial minimum investment than FWMIX: TRLHX (100000) vs FWMIX (1000000). TRLHX annual gain was more profitable for investors over the last year : 5.50 vs. FWMIX (4.79). FWMIX (44.91) and TRLHX (44.71) have equivalent 5 years return.
| FWMIX | TRLHX | FWMIX / TRLHX | |
| Total Expense Ratio | 0.26 | 0.50 | 52% |
| Annual Report Gross Expense Ratio | 0.26 | 0.50 | 52% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 11.908 | 15.050 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.25B | 3,342% |
| Annual Yield % from dividends | 1.42 | 1.18 | 120% |
| Returns for 1 year | 4.79 | 5.50 | 87% |
| Returns for 3 years | 29.93 | 24.93 | 120% |
| Returns for 5 years | 44.91 | 44.71 | 100% |
| Returns for 10 years | N/A | 55.91 | - |
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