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FEFRX vs FWMIX
FEFRX vs FWMIX Comparison
Open Charts FEFRX vs FWMIX
First Eagle Rising Dividend Fund R6
Price$31.62
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets439M
American Funds Washington Mutual F3
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
FEFRX vs FWMIX Comparison Chart in %
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FEFRX vs. FWMIX commentary
Nov 21, 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 FEFRX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 204B vs. FEFRX (439M). FWMIX pays higher dividends than FEFRX: FWMIX (1.46) vs FEFRX (1.10). FEFRX was incepted earlier than FWMIX: FEFRX (9 years) vs FWMIX (9 years). FEFRX (0.73) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. FEFRX (15.44). FEFRX has a lower initial minimum investment than FWMIX: FEFRX (0) vs FWMIX (1000000). FEFRX annual gain was more profitable for investors over the last year : 9.21 vs. FWMIX (4.65). FWMIX return over 5 years is better than : 45.30 vs. FEFRX (14.30).
| FEFRX | FWMIX | FEFRX / FWMIX | |
| Total Expense Ratio | 0.65 | 0.26 | 250% |
| Annual Report Gross Expense Ratio | 0.73 | 0.26 | 281% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 18.340 | 8.964 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 204B | 0% |
| Annual Yield % from dividends | 1.10 | 1.46 | 75% |
| Returns for 1 year | 9.21 | 4.65 | 198% |
| Returns for 3 years | 47.15 | 30.10 | 157% |
| Returns for 5 years | 14.30 | 45.30 | 32% |
| Returns for 10 years | N/A | N/A | - |
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