Interact to see
Advertisement
Advertisement
FEFRX vs FWMIX
FEFRX vs FWMIX Comparison
Open Charts FEFRX vs FWMIX
First Eagle Rising Dividend Fund R6
Price$32.14
Change-$0.15 (-0.46%)
VolumeN/A
Net Assets452.97M
American Funds Washington Mutual F3
Price$67.34
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
FEFRX vs FWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. FWMIX commentary
Oct 09, 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 Buy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. FEFRX (453M). FWMIX pays higher dividends than FEFRX: FWMIX (1.46) vs FEFRX (1.11). 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 : 11.96 vs. FWMIX (7.12). FWMIX return over 5 years is better than : 52.89 vs. FEFRX (20.78).
| 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 | 20.287 | 10.757 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 209B | 0% |
| Annual Yield % from dividends | 1.11 | 1.46 | 76% |
| Returns for 1 year | 11.96 | 7.12 | 168% |
| Returns for 3 years | 63.15 | 46.16 | 137% |
| Returns for 5 years | 20.78 | 52.89 | 39% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYBB | 47.11 | 0.02 | +0.04% |
| iShares BB Rated Corporate Bond ETF | |||
| BBAG | 46.53 | 0.02 | +0.04% |
| JPMorgan BetaBuilders US Aggt Bond ETF | |||
| HAPY | 24.53 | N/A | N/A |
| Harbor Human Capital Factor Unconstrained ETF | |||
| JUNW | 32.83 | -0.03 | -0.08% |
| AllianzIM U.S. Large Cp Buffer20 Jun ETF | |||
| WCMI | 16.97 | -0.21 | -1.22% |
| First Trust WCM International Equity ETF | |||