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FWMIX vs MBVKX
FWMIX vs MBVKX Comparison
Open Charts FWMIX vs MBVKX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BlackRock Large Cap Focus Value K
Price$21.68
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets1.94B
FWMIX vs MBVKX Comparison Chart in %
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FWMIX vs. MBVKX commentary
Dec 04, 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 StrongBuy and MBVKX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. MBVKX (1.94B). MBVKX pays higher dividends than FWMIX: MBVKX (3.07) vs FWMIX (1.42). FWMIX was incepted earlier than MBVKX: FWMIX (9 years) vs MBVKX (11 years). MBVKX (0.47) 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). FWMIX annual gain was more profitable for investors over the last year : 4.79 vs. MBVKX (3.77). FWMIX return over 5 years is better than : 44.91 vs. MBVKX (26.47).
| FWMIX | MBVKX | FWMIX / MBVKX | |
| Total Expense Ratio | 0.26 | 0.47 | 55% |
| Annual Report Gross Expense Ratio | 0.26 | 0.47 | 55% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.908 | 16.646 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.94B | 10,790% |
| Annual Yield % from dividends | 1.42 | 3.07 | 46% |
| Returns for 1 year | 4.79 | 3.77 | 127% |
| Returns for 3 years | 29.93 | 31.53 | 95% |
| Returns for 5 years | 44.91 | 26.47 | 170% |
| Returns for 10 years | N/A | 0.17 | - |
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