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FWMIX vs SOPYX
FWMIX vs SOPYX Comparison
Open Charts FWMIX vs SOPYX
American Funds Washington Mutual F3
Price$67.39
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets208.51B
ClearBridge Dividend Strategy I
Price$33.53
Change+$0.17 (+0.51%)
VolumeN/A
Net Assets8.98B
FWMIX vs SOPYX Comparison Chart in %
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FWMIX vs. SOPYX commentary
Oct 04, 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 SOPYX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SOPYX (8.98B). FWMIX pays higher dividends than SOPYX: FWMIX (1.46) vs SOPYX (1.28). FWMIX was incepted earlier than SOPYX: FWMIX (9 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SOPYX (19.00). FWMIX (1000000) and SOPYX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 7.18 vs. SOPYX (3.08). FWMIX return over 5 years is better than : 57.52 vs. SOPYX (42.51).
| FWMIX | SOPYX | FWMIX / SOPYX | |
| Total Expense Ratio | 0.26 | 0.73 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.73 | 36% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 10.839 | 9.051 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.46 | 1.28 | 114% |
| Returns for 1 year | 7.18 | 3.08 | 233% |
| Returns for 3 years | 41.19 | 30.02 | 137% |
| Returns for 5 years | 57.52 | 42.51 | 135% |
| Returns for 10 years | N/A | 95.37 | - |
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