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FWMIX vs SOPYX
FWMIX vs SOPYX Comparison
Open Charts FWMIX vs SOPYX
American Funds Washington Mutual F3
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
ClearBridge Dividend Strategy I
Price$32.57
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets8.71B
FWMIX vs SOPYX Comparison Chart in %
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FWMIX vs. SOPYX 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 SOPYX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 204B vs. SOPYX (8.71B). FWMIX pays higher dividends than SOPYX: FWMIX (1.46) vs SOPYX (1.30). 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 : 4.65 vs. SOPYX (-2.50). FWMIX return over 5 years is better than : 45.30 vs. SOPYX (31.58).
| 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 | 8.964 | 6.534 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 8.71B | 2,343% |
| Annual Yield % from dividends | 1.46 | 1.30 | 112% |
| Returns for 1 year | 4.65 | -2.50 | -186% |
| Returns for 3 years | 30.10 | 18.72 | 161% |
| Returns for 5 years | 45.30 | 31.58 | 143% |
| Returns for 10 years | N/A | 81.70 | - |
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