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FWMIX vs LVAEX
FWMIX vs LVAEX Comparison
Open Charts FWMIX vs LVAEX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
LSV Value Equity Investor
Price$26.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.11B
FWMIX vs LVAEX Comparison Chart in %
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FWMIX vs. LVAEX commentary
Dec 27, 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 Hold and LVAEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LVAEX (1.11B). LVAEX pays higher dividends than FWMIX: LVAEX (1.54) vs FWMIX (1.42). FWMIX was incepted earlier than LVAEX: FWMIX (9 years) vs LVAEX (12 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 : 6.17 vs. LVAEX (0.37). FWMIX return over 5 years is better than : 42.57 vs. LVAEX (13.84).
| 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 | 12 years | - |
| Gain YTD | 8.323 | 1.725 | 483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.11B | 18,846% |
| Annual Yield % from dividends | 1.42 | 1.54 | 93% |
| Returns for 1 year | 6.17 | 0.37 | 1,664% |
| Returns for 3 years | 33.20 | 15.90 | 209% |
| Returns for 5 years | 42.57 | 13.84 | 308% |
| Returns for 10 years | N/A | 36.06 | - |
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