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FWMIX vs PLVIX
FWMIX vs PLVIX Comparison
Open Charts FWMIX vs PLVIX
American Funds Washington Mutual F3
Price$67.48
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
Principal Large Cap Value III Inst
Price$20.63
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.36B
FWMIX vs PLVIX Comparison Chart in %
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FWMIX vs. PLVIX 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 FWMIX is a Buy and PLVIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. PLVIX (3.36B). 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 : 6.69 vs. PLVIX (0.86). FWMIX return over 5 years is better than : 52.56 vs. PLVIX (38.32).
| 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 | 10.987 | 8.421 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 3.36B | 6,218% |
| Annual Yield % from dividends | 1.46 | 1.24 | 118% |
| Returns for 1 year | 6.69 | 0.86 | 781% |
| Returns for 3 years | 46.46 | 24.51 | 190% |
| Returns for 5 years | 52.56 | 38.32 | 137% |
| Returns for 10 years | N/A | 55.03 | - |
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