FWMIX
Price
$67.81
Change
+$0.21 (+0.31%)
Updated
Nov 12 closing price
Net Assets
208.73B
TRLHX
Price
$25.44
Change
+$0.13 (+0.51%)
Updated
Nov 12 closing price
Net Assets
6.23B
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FWMIX vs TRLHX

Header iconFWMIX vs TRLHX Comparison
Open Charts FWMIX vs TRLHXBanner chart's image
American Funds Washington Mutual F3
Price$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
Nuveen Large Cap Value I
Price$25.44
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets6.23B
FWMIX vs TRLHX Comparison Chart in %
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FWMIX vs. TRLHX commentary
Nov 14, 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 Buy and TRLHX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. TRLHX (6.23B). FWMIX pays higher dividends than TRLHX: FWMIX (1.46) vs TRLHX (1.21). 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 : 7.69 vs. FWMIX (5.34). TRLHX (49.96) and FWMIX (47.69) have equivalent 5 years return.
FWMIXTRLHXFWMIX / TRLHX
Total Expense Ratio0.260.5052%
Annual Report Gross Expense Ratio0.260.5052%
Fund Existence9 years10 years-
Gain YTD11.53015.32275%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets209B6.23B3,354%
Annual Yield % from dividends1.461.21121%
Returns for 1 year5.347.6969%
Returns for 3 years32.9927.86118%
Returns for 5 years47.6949.9695%
Returns for 10 yearsN/AN/A-
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