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FWMIX vs JDVVX
FWMIX vs JDVVX Comparison
Open Charts FWMIX vs JDVVX
American Funds Washington Mutual F3
Price$66.55
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets208.21B
JHancock Disciplined Value R5
Price$25.91
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets18.89B
FWMIX vs JDVVX Comparison Chart in %
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FWMIX vs. JDVVX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JDVVX (18.9B). FWMIX pays higher dividends than JDVVX: FWMIX (1.52) vs JDVVX (0.86). 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 : 14.27 vs. FWMIX (10.05). FWMIX return over 5 years is better than : 40.48 vs. JDVVX (23.82).
| 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 | 2.165 | 4.434 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 18.9B | 1,101% |
| Annual Yield % from dividends | 1.52 | 0.86 | 177% |
| Returns for 1 year | 10.05 | 14.27 | 70% |
| Returns for 3 years | 31.93 | 22.93 | 139% |
| Returns for 5 years | 40.48 | 23.82 | 170% |
| Returns for 10 years | N/A | 78.80 | - |
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