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FWMIX vs JDVFX
FWMIX vs JDVFX Comparison
Open Charts FWMIX vs JDVFX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
JHancock Disciplined Value R4
Price$26.20
Change+$0.55 (+2.14%)
VolumeN/A
Net Assets19.12B
FWMIX vs JDVFX Comparison Chart in %
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FWMIX vs. JDVFX commentary
Feb 04, 2026
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 JDVFX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JDVFX (19.1B). FWMIX pays higher dividends than JDVFX: FWMIX (1.49) vs JDVFX (0.65). FWMIX was incepted earlier than JDVFX: FWMIX (9 years) vs JDVFX (17 years). JDVFX (0.96) is less costly to investors than FWMIX (0.26). JDVFX is a more actively managed with annual turnover of: 63.00 vs. FWMIX (29.00). JDVFX has a lower initial minimum investment than FWMIX: JDVFX (0) vs FWMIX (1000000). JDVFX annual gain was more profitable for investors over the last year : 12.11 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. JDVFX (25.34).
| FWMIX | JDVFX | FWMIX / JDVFX | |
| Total Expense Ratio | 0.26 | 0.85 | 31% |
| Annual Report Gross Expense Ratio | 0.26 | 0.96 | 27% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 1.535 | 5.901 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 19.1B | 1,089% |
| Annual Yield % from dividends | 1.49 | 0.65 | 232% |
| Returns for 1 year | 5.56 | 12.11 | 46% |
| Returns for 3 years | 30.73 | 23.70 | 130% |
| Returns for 5 years | 38.07 | 25.34 | 150% |
| Returns for 10 years | N/A | 78.65 | - |
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