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FWMIX vs SOPAX
FWMIX vs SOPAX Comparison
Open Charts FWMIX vs SOPAX
American Funds Washington Mutual F3
Price$67.34
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
ClearBridge Dividend Strategy A
Price$32.07
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets9.02B
FWMIX vs SOPAX Comparison Chart in %
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FWMIX vs. SOPAX commentary
Oct 08, 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 SOPAX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SOPAX (9.02B). FWMIX pays higher dividends than SOPAX: FWMIX (1.46) vs SOPAX (1.10). FWMIX was incepted earlier than SOPAX: FWMIX (9 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SOPAX (19.00). SOPAX has a lower initial minimum investment than FWMIX: SOPAX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.12 vs. SOPAX (3.04). FWMIX return over 5 years is better than : 52.89 vs. SOPAX (36.10).
| FWMIX | SOPAX | FWMIX / SOPAX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.00 | 26% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 10.757 | 9.303 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 9.02B | 2,318% |
| Annual Yield % from dividends | 1.46 | 1.10 | 133% |
| Returns for 1 year | 7.12 | 3.04 | 234% |
| Returns for 3 years | 46.16 | 34.27 | 135% |
| Returns for 5 years | 52.89 | 36.10 | 147% |
| Returns for 10 years | N/A | 85.68 | - |
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