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FWMIX vs LVAMX
FWMIX vs LVAMX Comparison
Open Charts FWMIX vs LVAMX
American Funds Washington Mutual F3
Price$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
LSV US Managed Volatility Investor
Price$11.63
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets24.58M
FWMIX vs LVAMX Comparison Chart in %
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FWMIX vs. LVAMX 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 LVAMX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LVAMX (24.6M). LVAMX pays higher dividends than FWMIX: LVAMX (2.62) vs FWMIX (1.46). FWMIX was incepted earlier than LVAMX: FWMIX (9 years) vs LVAMX (11 years). LVAMX (1.03) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LVAMX (18.00). LVAMX has a lower initial minimum investment than FWMIX: LVAMX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. LVAMX (-3.69). FWMIX return over 5 years is better than : 47.69 vs. LVAMX (12.01).
| FWMIX | LVAMX | FWMIX / LVAMX | |
| Total Expense Ratio | 0.26 | 0.80 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 1.03 | 25% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.530 | 13.685 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.6M | 849,593% |
| Annual Yield % from dividends | 1.46 | 2.62 | 56% |
| Returns for 1 year | 5.34 | -3.69 | -145% |
| Returns for 3 years | 32.99 | -1.27 | -2,606% |
| Returns for 5 years | 47.69 | 12.01 | 397% |
| Returns for 10 years | N/A | 37.81 | - |
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