FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
MCLVX
Price
$29.22
Change
+$1.84 (+6.72%)
Updated
Feb 3 closing price
Net Assets
745.8M
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FWMIX vs MCLVX

Header iconFWMIX vs MCLVX Comparison
Open Charts FWMIX vs MCLVXBanner chart's image
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
BlackRock Advantage Large Cap Val Inv C
Price$29.22
Change+$1.84 (+6.72%)
VolumeN/A
Net Assets745.8M
FWMIX vs MCLVX Comparison Chart in %
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FWMIX vs. MCLVX 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 MCLVX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. MCLVX (746M). FWMIX pays higher dividends than MCLVX: FWMIX (1.49) vs MCLVX (0.47). FWMIX was incepted earlier than MCLVX: FWMIX (9 years) vs MCLVX (26 years). MCLVX (1.75) is less costly to investors than FWMIX (0.26). MCLVX is a more actively managed with annual turnover of: 120.00 vs. FWMIX (29.00). MCLVX has a lower initial minimum investment than FWMIX: MCLVX (1000) vs FWMIX (1000000). MCLVX annual gain was more profitable for investors over the last year : 8.48 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. MCLVX (10.01).
FWMIXMCLVXFWMIX / MCLVX
Total Expense Ratio0.261.5417%
Annual Report Gross Expense Ratio0.261.7515%
Fund Existence9 years26 years-
Gain YTD1.5355.60227%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B746M27,882%
Annual Yield % from dividends1.490.47317%
Returns for 1 year5.568.4866%
Returns for 3 years30.7318.19169%
Returns for 5 years38.0710.01380%
Returns for 10 yearsN/A68.67-
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