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FWMIX vs TRLIX
FWMIX vs TRLIX Comparison
Open Charts FWMIX vs TRLIX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Nuveen Large Cap Value R6
Price$25.12
Change-$0.34 (-1.34%)
VolumeN/A
Net Assets6.26B
FWMIX vs TRLIX Comparison Chart in %
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FWMIX vs. TRLIX 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 TRLIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. TRLIX (6.26B). FWMIX pays higher dividends than TRLIX: FWMIX (1.46) vs TRLIX (1.30). 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 : 7.70 vs. FWMIX (5.34). TRLIX return over 5 years is better than : 50.34 vs. FWMIX (47.69).
| 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 | 11.530 | 15.308 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.26B | 3,341% |
| Annual Yield % from dividends | 1.46 | 1.30 | 113% |
| Returns for 1 year | 5.34 | 7.70 | 69% |
| Returns for 3 years | 32.99 | 27.98 | 118% |
| Returns for 5 years | 47.69 | 50.34 | 95% |
| Returns for 10 years | N/A | 61.82 | - |
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