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FWMIX vs LSVMX
FWMIX vs LSVMX Comparison
Open Charts FWMIX vs LSVMX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
LSV US Managed Volatility Institutional
Price$11.46
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets24.56M
FWMIX vs LSVMX Comparison Chart in %
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FWMIX vs. LSVMX commentary
Nov 14, 2025
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 Buy and LSVMX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LSVMX (24.6M). LSVMX pays higher dividends than FWMIX: LSVMX (2.87) vs FWMIX (1.46). FWMIX was incepted earlier than LSVMX: FWMIX (9 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). LSVMX has a lower initial minimum investment than FWMIX: LSVMX (100000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 3.99 vs. LSVMX (-3.80). FWMIX return over 5 years is better than : 45.62 vs. LSVMX (12.60).
| FWMIX | LSVMX | FWMIX / LSVMX | |
| Total Expense Ratio | 0.26 | 0.55 | 47% |
| Annual Report Gross Expense Ratio | 0.26 | 0.78 | 33% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 9.968 | 13.465 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.6M | 849,593% |
| Annual Yield % from dividends | 1.46 | 2.87 | 51% |
| Returns for 1 year | 3.99 | -3.80 | -105% |
| Returns for 3 years | 31.99 | -0.89 | -3,600% |
| Returns for 5 years | 45.62 | 12.60 | 362% |
| Returns for 10 years | N/A | 37.84 | - |
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