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FWMIX vs JVLAX
FWMIX vs JVLAX Comparison
Open Charts FWMIX vs JVLAX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
JHancock Disciplined Value A
Price$27.69
Change+$0.68 (+2.52%)
VolumeN/A
Net Assets19.1B
FWMIX vs JVLAX Comparison Chart in %
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FWMIX vs. JVLAX 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 JVLAX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. JVLAX (19.1B). FWMIX pays higher dividends than JVLAX: FWMIX (1.49) vs JVLAX (0.52). FWMIX was incepted earlier than JVLAX: FWMIX (9 years) vs JVLAX (17 years). JVLAX (0.97) is less costly to investors than FWMIX (0.26). JVLAX is a more actively managed with annual turnover of: 63.00 vs. FWMIX (29.00). JVLAX has a lower initial minimum investment than FWMIX: JVLAX (1000) vs FWMIX (1000000). JVLAX annual gain was more profitable for investors over the last year : 12.31 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. JVLAX (27.16).
| FWMIX | JVLAX | FWMIX / JVLAX | |
| Total Expense Ratio | 0.26 | 0.96 | 27% |
| Annual Report Gross Expense Ratio | 0.26 | 0.97 | 27% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 1.535 | 5.889 | 26% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 19.1B | 1,089% |
| Annual Yield % from dividends | 1.49 | 0.52 | 287% |
| Returns for 1 year | 5.56 | 12.31 | 45% |
| Returns for 3 years | 30.73 | 24.68 | 124% |
| Returns for 5 years | 38.07 | 27.16 | 140% |
| Returns for 10 years | N/A | 81.75 | - |
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