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FWMIX vs SWLVX
FWMIX vs SWLVX Comparison
Open Charts FWMIX vs SWLVX
American Funds Washington Mutual F3
Price$67.51
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets209.01B
Schwab ® US Large-Cap Value Index
Price$16.10
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets917.03M
FWMIX vs SWLVX Comparison Chart in %
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FWMIX vs. SWLVX commentary
Oct 07, 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 SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SWLVX (917M). SWLVX pays higher dividends than FWMIX: SWLVX (1.83) vs FWMIX (1.46). FWMIX was incepted earlier than SWLVX: FWMIX (9 years) vs SWLVX (8 years). FWMIX (0.26) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. FWMIX (29.00). SWLVX has a lower initial minimum investment than FWMIX: SWLVX (0) vs FWMIX (1000000). SWLVX annual gain was more profitable for investors over the last year : 521.27 vs. FWMIX (6.55). SWLVX return over 5 years is better than : 2060.14 vs. FWMIX (54.89).
| FWMIX | SWLVX | FWMIX / SWLVX | |
| Total Expense Ratio | 0.26 | 0.04 | 743% |
| Annual Report Gross Expense Ratio | 0.26 | 0.04 | 743% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 11.037 | 349.319 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 917M | 22,792% |
| Annual Yield % from dividends | 1.46 | 1.83 | 80% |
| Returns for 1 year | 6.55 | 521.27 | 1% |
| Returns for 3 years | 46.52 | 1273.24 | 4% |
| Returns for 5 years | 54.89 | 2060.14 | 3% |
| Returns for 10 years | N/A | N/A | - |
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