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FWMIX vs TRLIX
FWMIX vs TRLIX Comparison
Open Charts FWMIX vs TRLIX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Nuveen Large Cap Value R6
Price$25.12
Change+$0.32 (+1.29%)
VolumeN/A
Net Assets6.43B
FWMIX vs TRLIX Comparison Chart in %
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FWMIX vs. TRLIX commentary
Feb 05, 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 TRLIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. TRLIX (6.43B). TRLIX (1.52) and FWMIX (1.49) have matching dividends . 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 : 10.32 vs. FWMIX (5.56). TRLIX (39.13) and FWMIX (38.07) have equivalent 5 years return.
| 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 | 1.535 | 5.369 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 6.43B | 3,233% |
| Annual Yield % from dividends | 1.49 | 1.52 | 98% |
| Returns for 1 year | 5.56 | 10.32 | 54% |
| Returns for 3 years | 30.73 | 32.93 | 93% |
| Returns for 5 years | 38.07 | 39.13 | 97% |
| Returns for 10 years | N/A | 93.96 | - |
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