Interact to see
Advertisement
Advertisement
FWMIX vs OALVX
FWMIX vs OALVX Comparison
Open Charts FWMIX vs OALVX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Optimum Large Cap Value A
Price$20.55
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.8B
FWMIX vs OALVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. OALVX 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 OALVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. OALVX (1.8B). FWMIX pays higher dividends than OALVX: FWMIX (1.49) vs OALVX (0.75). FWMIX was incepted earlier than OALVX: FWMIX (9 years) vs OALVX (23 years). OALVX (1.17) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). OALVX has a lower initial minimum investment than FWMIX: OALVX (1000) vs FWMIX (1000000). OALVX annual gain was more profitable for investors over the last year : 8.16 vs. FWMIX (5.58). FWMIX return over 5 years is better than : 38.51 vs. OALVX (17.77).
| FWMIX | OALVX | FWMIX / OALVX | |
| Total Expense Ratio | 0.26 | 1.17 | 22% |
| Annual Report Gross Expense Ratio | 0.26 | 1.17 | 22% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 1.934 | 4.633 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.8B | 11,530% |
| Annual Yield % from dividends | 1.49 | 0.75 | 198% |
| Returns for 1 year | 5.58 | 8.16 | 68% |
| Returns for 3 years | 31.24 | 10.33 | 303% |
| Returns for 5 years | 38.51 | 17.77 | 217% |
| Returns for 10 years | N/A | 65.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement