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FWMIX vs MBVKX
FWMIX vs MBVKX Comparison
Open Charts FWMIX vs MBVKX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
BlackRock Large Cap Focus Value K
Price$21.50
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets2.03B
FWMIX vs MBVKX Comparison Chart in %
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FWMIX vs. MBVKX 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 MBVKX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. MBVKX (2.03B). MBVKX pays higher dividends than FWMIX: MBVKX (1.88) vs FWMIX (1.49). FWMIX was incepted earlier than MBVKX: FWMIX (9 years) vs MBVKX (11 years). MBVKX (0.48) is less costly to investors than FWMIX (0.26). MBVKX is a more actively managed with annual turnover of: 80.00 vs. FWMIX (29.00). FWMIX has a lower initial minimum investment than MBVKX: FWMIX (1000000) vs MBVKX (5000000). MBVKX annual gain was more profitable for investors over the last year : 12.25 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. MBVKX (19.29).
| FWMIX | MBVKX | FWMIX / MBVKX | |
| Total Expense Ratio | 0.26 | 0.48 | 54% |
| Annual Report Gross Expense Ratio | 0.26 | 0.48 | 54% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 1.535 | 4.720 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 2.03B | 10,251% |
| Annual Yield % from dividends | 1.49 | 1.88 | 80% |
| Returns for 1 year | 5.56 | 12.25 | 45% |
| Returns for 3 years | 30.73 | 25.15 | 122% |
| Returns for 5 years | 38.07 | 19.29 | 197% |
| Returns for 10 years | N/A | 28.60 | - |
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