Interact to see
Advertisement
Advertisement
FWMIX vs SWDSX
FWMIX vs SWDSX Comparison
Open Charts FWMIX vs SWDSX
American Funds Washington Mutual F3
Price$67.34
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
Schwab Dividend Equity
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets591.55M
FWMIX vs SWDSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. SWDSX 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 SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SWDSX (592M). SWDSX pays higher dividends than FWMIX: SWDSX (1.67) vs FWMIX (1.46). FWMIX was incepted earlier than SWDSX: FWMIX (9 years) vs SWDSX (22 years). SWDSX (0.89) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than FWMIX: SWDSX (0) vs FWMIX (1000000). SWDSX annual gain was more profitable for investors over the last year : 11.65 vs. FWMIX (7.12). FWMIX (52.89) and SWDSX (50.62) have equivalent 5 years return.
| FWMIX | SWDSX | FWMIX / SWDSX | |
| Total Expense Ratio | 0.26 | 0.89 | 29% |
| Annual Report Gross Expense Ratio | 0.26 | 0.89 | 29% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.757 | 12.746 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 592M | 35,304% |
| Annual Yield % from dividends | 1.46 | 1.67 | 88% |
| Returns for 1 year | 7.12 | 11.65 | 61% |
| Returns for 3 years | 46.16 | 48.78 | 95% |
| Returns for 5 years | 52.89 | 50.62 | 104% |
| Returns for 10 years | N/A | 22.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFCF | 42.88 | 0.08 | +0.19% |
| Dimensional Core Fixed Income ETF | |||
| IBDZ | 26.45 | 0.04 | +0.15% |
| iShares iBonds Dec 2034 Term Corp ETF | |||
| FLTW | 60.14 | 0.03 | +0.05% |
| Franklin FTSE Taiwan ETF | |||
| NBDS | 36.93 | N/A | N/A |
| Neuberger Berman Disrupters ETF | |||
| KJUL | 31.07 | -0.12 | -0.37% |
| Innovator Russell 2000 Pwr Bffr ETF™ Jul | |||