Interact to see
Advertisement
Advertisement
FWMIX vs TRLHX
FWMIX vs TRLHX Comparison
Open Charts FWMIX vs TRLHX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Nuveen Large Cap Value I
Price$25.10
Change+$0.32 (+1.29%)
VolumeN/A
Net Assets6.43B
FWMIX vs TRLHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. TRLHX commentary
Feb 04, 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 TRLHX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. TRLHX (6.43B). TRLHX (1.52) and FWMIX (1.49) have matching dividends . 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 : 10.33 vs. FWMIX (5.56). TRLHX (38.83) and FWMIX (38.07) 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 | 1.535 | 5.374 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 6.43B | 3,234% |
| Annual Yield % from dividends | 1.49 | 1.52 | 98% |
| Returns for 1 year | 5.56 | 10.33 | 54% |
| Returns for 3 years | 30.73 | 32.67 | 94% |
| Returns for 5 years | 38.07 | 38.83 | 98% |
| Returns for 10 years | N/A | 93.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement