FEFAX
Price
$30.27
Change
+$0.04 (+0.13%)
Updated
Oct 3 closing price
Net Assets
451.37M
FWMIX
Price
$67.39
Change
+$0.16 (+0.24%)
Updated
Oct 3 closing price
Net Assets
209.01B
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FEFAX vs FWMIX

Header iconFEFAX vs FWMIX Comparison
Open Charts FEFAX vs FWMIXBanner chart's image
First Eagle Rising Dividend Fund A
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets451.37M
American Funds Washington Mutual F3
Price$67.39
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets209.01B
FEFAX vs FWMIX Comparison Chart in %
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FEFAX vs. FWMIX commentary
Oct 05, 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 FEFAX is a StrongBuy and FWMIX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. FEFAX (451M). FWMIX pays higher dividends than FEFAX: FWMIX (1.46) vs FEFAX (0.94). FEFAX was incepted earlier than FWMIX: FEFAX (27 years) vs FWMIX (9 years). FEFAX (1.07) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. FEFAX (15.44). FEFAX has a lower initial minimum investment than FWMIX: FEFAX (2500) vs FWMIX (1000000). FEFAX annual gain was more profitable for investors over the last year : 10.89 vs. FWMIX (7.18). FWMIX return over 5 years is better than : 57.52 vs. FEFAX (20.12).
FEFAXFWMIXFEFAX / FWMIX
Total Expense Ratio0.900.26346%
Annual Report Gross Expense Ratio1.070.26412%
Fund Existence27 years9 years-
Gain YTD20.11910.839186%
Front Load5%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets451M209B0%
Annual Yield % from dividends0.941.4664%
Returns for 1 year10.897.18152%
Returns for 3 years54.9441.19133%
Returns for 5 years20.1257.5235%
Returns for 10 years-10.31N/A-
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