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FWMIX vs SOPAX
FWMIX vs SOPAX Comparison
Open Charts FWMIX vs SOPAX
American Funds Washington Mutual F3
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
ClearBridge Dividend Strategy A
Price$31.17
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets8.71B
FWMIX vs SOPAX Comparison Chart in %
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FWMIX vs. SOPAX 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 SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 204B vs. SOPAX (8.71B). FWMIX pays higher dividends than SOPAX: FWMIX (1.46) vs SOPAX (1.12). 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 : 4.65 vs. SOPAX (-3.14). FWMIX return over 5 years is better than : 45.30 vs. SOPAX (28.45).
| 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 | 8.964 | 6.204 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 8.71B | 2,343% |
| Annual Yield % from dividends | 1.46 | 1.12 | 131% |
| Returns for 1 year | 4.65 | -3.14 | -148% |
| Returns for 3 years | 30.10 | 16.86 | 179% |
| Returns for 5 years | 45.30 | 28.45 | 159% |
| Returns for 10 years | N/A | 75.06 | - |
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