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CHDEX vs FWMIX
CHDEX vs FWMIX Comparison
Open Charts CHDEX vs FWMIX
Cullen High Dividend Equity Retail
Price$14.33
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets668.79M
American Funds Washington Mutual F3
Price$66.49
Change-$0.66 (-0.98%)
VolumeN/A
Net Assets207.93B
CHDEX vs FWMIX Comparison Chart in %
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CHDEX vs. FWMIX commentary
Oct 17, 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 CHDEX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. CHDEX (669M). CHDEX pays higher dividends than FWMIX: CHDEX (1.69) vs FWMIX (1.46). CHDEX was incepted earlier than FWMIX: CHDEX (22 years) vs FWMIX (9 years). CHDEX (1.35) is less costly to investors than FWMIX (0.26). CHDEX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (29.00). CHDEX has a lower initial minimum investment than FWMIX: CHDEX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 3.80 vs. CHDEX (-4.51). FWMIX return over 5 years is better than : 49.95 vs. CHDEX (8.19).
| CHDEX | FWMIX | CHDEX / FWMIX | |
| Total Expense Ratio | 1.00 | 0.26 | 385% |
| Annual Report Gross Expense Ratio | 1.35 | 0.26 | 519% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 14.086 | 9.359 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 208B | 0% |
| Annual Yield % from dividends | 1.69 | 1.46 | 116% |
| Returns for 1 year | -4.51 | 3.80 | -119% |
| Returns for 3 years | 7.63 | 43.07 | 18% |
| Returns for 5 years | 8.19 | 49.95 | 16% |
| Returns for 10 years | 7.73 | N/A | - |
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