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FWMIX vs LVAEX
FWMIX vs LVAEX Comparison
Open Charts FWMIX vs LVAEX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
LSV Value Equity Investor
Price$29.57
Change-$0.30 (-1.00%)
VolumeN/A
Net Assets1.15B
FWMIX vs LVAEX Comparison Chart in %
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FWMIX vs. LVAEX 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 LVAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LVAEX (1.15B). LVAEX pays higher dividends than FWMIX: LVAEX (1.58) vs FWMIX (1.46). FWMIX was incepted earlier than LVAEX: FWMIX (9 years) vs LVAEX (11 years). LVAEX (0.92) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). LVAEX has a lower initial minimum investment than FWMIX: LVAEX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. LVAEX (2.39). FWMIX return over 5 years is better than : 47.69 vs. LVAEX (32.33).
| FWMIX | LVAEX | FWMIX / LVAEX | |
| Total Expense Ratio | 0.26 | 0.92 | 28% |
| Annual Report Gross Expense Ratio | 0.26 | 0.92 | 28% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.530 | 14.488 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.15B | 18,206% |
| Annual Yield % from dividends | 1.46 | 1.58 | 93% |
| Returns for 1 year | 5.34 | 2.39 | 223% |
| Returns for 3 years | 32.99 | 13.30 | 248% |
| Returns for 5 years | 47.69 | 32.33 | 148% |
| Returns for 10 years | N/A | 56.45 | - |
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