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FWMIX vs JDVWX
FWMIX vs JDVWX Comparison
Open Charts FWMIX vs JDVWX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
JHancock Disciplined Value R6
Price$26.27
Change+$0.52 (+2.02%)
VolumeN/A
Net Assets19.12B
FWMIX vs JDVWX Comparison Chart in %
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FWMIX vs. JDVWX 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 JDVWX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JDVWX (19.1B). FWMIX pays higher dividends than JDVWX: FWMIX (1.49) vs JDVWX (0.86). FWMIX was incepted earlier than JDVWX: FWMIX (9 years) vs JDVWX (14 years). JDVWX (0.61) is less costly to investors than FWMIX (0.26). JDVWX is a more actively managed with annual turnover of: 63.00 vs. FWMIX (29.00). FWMIX (1000000) and JDVWX (1000000) have matching initial minimum investment requirements. JDVWX annual gain was more profitable for investors over the last year : 12.42 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. JDVWX (26.64).
| FWMIX | JDVWX | FWMIX / JDVWX | |
| Total Expense Ratio | 0.26 | 0.60 | 43% |
| Annual Report Gross Expense Ratio | 0.26 | 0.61 | 43% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.535 | 5.927 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 19.1B | 1,089% |
| Annual Yield % from dividends | 1.49 | 0.86 | 174% |
| Returns for 1 year | 5.56 | 12.42 | 45% |
| Returns for 3 years | 30.73 | 24.70 | 124% |
| Returns for 5 years | 38.07 | 26.64 | 143% |
| Returns for 10 years | N/A | 81.89 | - |
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