Interact to see
Advertisement
Advertisement
FWMIX vs OALVX
FWMIX vs OALVX Comparison
Open Charts FWMIX vs OALVX
American Funds Washington Mutual F3
Price$68.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets209.48B
Optimum Large Cap Value A
Price$19.70
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets1.97B
FWMIX vs OALVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. OALVX commentary
Dec 16, 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 OALVX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. OALVX (1.97B). FWMIX pays higher dividends than OALVX: FWMIX (1.42) vs OALVX (0.74). FWMIX was incepted earlier than OALVX: FWMIX (9 years) vs OALVX (22 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). FWMIX annual gain was more profitable for investors over the last year : 5.55 vs. OALVX (4.23). FWMIX return over 5 years is better than : 45.34 vs. OALVX (17.51).
| 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 | 22 years | - |
| Gain YTD | 12.599 | 6.833 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.97B | 10,598% |
| Annual Yield % from dividends | 1.42 | 0.74 | 193% |
| Returns for 1 year | 5.55 | 4.23 | 131% |
| Returns for 3 years | 38.99 | 9.67 | 403% |
| Returns for 5 years | 45.34 | 17.51 | 259% |
| Returns for 10 years | N/A | 46.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement