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FWMIX vs JLVMX
FWMIX vs JLVMX Comparison
Open Charts FWMIX vs JLVMX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
JPMorgan Large Cap Value R6
Price$22.34
Change+$0.59 (+2.71%)
VolumeN/A
Net Assets5.55B
FWMIX vs JLVMX Comparison Chart in %
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FWMIX vs. JLVMX commentary
Feb 05, 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 JLVMX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JLVMX (5.55B). FWMIX pays higher dividends than JLVMX: FWMIX (1.49) vs JLVMX (1.39). FWMIX was incepted earlier than JLVMX: FWMIX (9 years) vs JLVMX (15 years). JLVMX (0.49) is less costly to investors than FWMIX (0.26). JLVMX is a more actively managed with annual turnover of: 185.00 vs. FWMIX (29.00). FWMIX has a lower initial minimum investment than JLVMX: FWMIX (1000000) vs JLVMX (15000000). JLVMX annual gain was more profitable for investors over the last year : 10.71 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. JLVMX (35.09).
| FWMIX | JLVMX | FWMIX / JLVMX | |
| Total Expense Ratio | 0.26 | 0.44 | 59% |
| Annual Report Gross Expense Ratio | 0.26 | 0.49 | 53% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 1.535 | 5.577 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 5.55B | 3,749% |
| Annual Yield % from dividends | 1.49 | 1.39 | 107% |
| Returns for 1 year | 5.56 | 10.71 | 52% |
| Returns for 3 years | 30.73 | 22.79 | 135% |
| Returns for 5 years | 38.07 | 35.09 | 108% |
| Returns for 10 years | N/A | 124.64 | - |
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