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FWMIX vs TRLIX
FWMIX vs TRLIX Comparison
Open Charts FWMIX vs TRLIX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Nuveen Large Cap Value R6
Price$24.08
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets6.25B
FWMIX vs TRLIX Comparison Chart in %
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FWMIX vs. TRLIX commentary
Dec 27, 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 TRLIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. TRLIX (6.25B). FWMIX pays higher dividends than TRLIX: FWMIX (1.42) vs TRLIX (1.27). FWMIX was incepted earlier than TRLIX: FWMIX (9 years) vs TRLIX (23 years). TRLIX (0.41) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. TRLIX (19.00). FWMIX (1000000) and TRLIX (1000000) have matching initial minimum investment requirements. TRLIX annual gain was more profitable for investors over the last year : 7.55 vs. FWMIX (6.17). FWMIX return over 5 years is better than : 42.57 vs. TRLIX (37.00).
| FWMIX | TRLIX | FWMIX / TRLIX | |
| Total Expense Ratio | 0.26 | 0.41 | 63% |
| Annual Report Gross Expense Ratio | 0.26 | 0.41 | 63% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.323 | 9.058 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.25B | 3,345% |
| Annual Yield % from dividends | 1.42 | 1.27 | 112% |
| Returns for 1 year | 6.17 | 7.55 | 82% |
| Returns for 3 years | 33.20 | 30.58 | 109% |
| Returns for 5 years | 42.57 | 37.00 | 115% |
| Returns for 10 years | N/A | 62.73 | - |
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