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CHDEX vs FWMIX
CHDEX vs FWMIX Comparison
Open Charts CHDEX vs FWMIX
Cullen High Dividend Equity Retail
Price$14.44
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets659.1M
American Funds Washington Mutual F3
Price$66.02
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
CHDEX vs FWMIX Comparison Chart in %
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CHDEX vs. FWMIX commentary
Nov 20, 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: 204B vs. CHDEX (659M). CHDEX pays higher dividends than FWMIX: CHDEX (1.76) 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 : 4.07 vs. CHDEX (-3.06). FWMIX return over 5 years is better than : 44.05 vs. CHDEX (4.70).
| 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 | 14.291 | 8.586 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 204B | 0% |
| Annual Yield % from dividends | 1.76 | 1.46 | 121% |
| Returns for 1 year | -3.06 | 4.07 | -75% |
| Returns for 3 years | -2.61 | 29.65 | -9% |
| Returns for 5 years | 4.70 | 44.05 | 11% |
| Returns for 10 years | 4.85 | N/A | - |
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