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FWMIX vs PLVIX
FWMIX vs PLVIX Comparison
Open Charts FWMIX vs PLVIX
American Funds Washington Mutual F3
Price$66.02
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
Principal Large Cap Value III Inst
Price$20.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.81B
FWMIX vs PLVIX Comparison Chart in %
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FWMIX vs. PLVIX 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 FWMIX is a Hold and PLVIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 204B vs. PLVIX (2.81B). FWMIX pays higher dividends than PLVIX: FWMIX (1.46) vs PLVIX (1.24). FWMIX was incepted earlier than PLVIX: FWMIX (9 years) vs PLVIX (25 years). PLVIX (0.71) is less costly to investors than FWMIX (0.26). PLVIX is a more actively managed with annual turnover of: 41.10 vs. FWMIX (29.00). PLVIX has a lower initial minimum investment than FWMIX: PLVIX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.07 vs. PLVIX (-4.20). FWMIX return over 5 years is better than : 44.05 vs. PLVIX (27.60).
| FWMIX | PLVIX | FWMIX / PLVIX | |
| Total Expense Ratio | 0.26 | 0.69 | 38% |
| Annual Report Gross Expense Ratio | 0.26 | 0.71 | 37% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.586 | 6.368 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 2.81B | 7,265% |
| Annual Yield % from dividends | 1.46 | 1.24 | 117% |
| Returns for 1 year | 4.07 | -4.20 | -97% |
| Returns for 3 years | 29.65 | 10.37 | 286% |
| Returns for 5 years | 44.05 | 27.60 | 160% |
| Returns for 10 years | N/A | 47.58 | - |
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