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FWMIX vs JDVVX
FWMIX vs JDVVX Comparison
Open Charts FWMIX vs JDVVX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
JHancock Disciplined Value R5
Price$26.28
Change+$0.53 (+2.06%)
VolumeN/A
Net Assets19.12B
FWMIX vs JDVVX Comparison Chart in %
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FWMIX vs. JDVVX 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 JDVVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JDVVX (19.1B). FWMIX pays higher dividends than JDVVX: FWMIX (1.49) vs JDVVX (0.82). FWMIX was incepted earlier than JDVVX: FWMIX (9 years) vs JDVVX (17 years). JDVVX (0.66) is less costly to investors than FWMIX (0.26). JDVVX is a more actively managed with annual turnover of: 63.00 vs. FWMIX (29.00). JDVVX has a lower initial minimum investment than FWMIX: JDVVX (0) vs FWMIX (1000000). JDVVX annual gain was more profitable for investors over the last year : 12.37 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. JDVVX (26.40).
| FWMIX | JDVVX | FWMIX / JDVVX | |
| Total Expense Ratio | 0.26 | 0.65 | 40% |
| Annual Report Gross Expense Ratio | 0.26 | 0.66 | 39% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 1.535 | 5.925 | 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 | 0.82 | 183% |
| Returns for 1 year | 5.56 | 12.37 | 45% |
| Returns for 3 years | 30.73 | 24.51 | 125% |
| Returns for 5 years | 38.07 | 26.40 | 144% |
| Returns for 10 years | N/A | 81.36 | - |
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