FWMIX
Price
$65.86
Change
-$0.01 (-0.02%)
Updated
Dec 26 closing price
Net Assets
209.48B
OCLVX
Price
$19.78
Change
-$0.02 (-0.10%)
Updated
Dec 26 closing price
Net Assets
1.98B
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FWMIX vs OCLVX

Header iconFWMIX vs OCLVX Comparison
Open Charts FWMIX vs OCLVXBanner chart's image
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Optimum Large Cap Value C
Price$19.78
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.98B
FWMIX vs OCLVX Comparison Chart in %
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FWMIX vs. OCLVX commentary
Dec 28, 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 Hold and OCLVX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. OCLVX (1.98B). FWMIX pays higher dividends than OCLVX: FWMIX (1.42) vs OCLVX (0.00). FWMIX was incepted earlier than OCLVX: FWMIX (9 years) vs OCLVX (22 years). OCLVX (1.92) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). OCLVX has a lower initial minimum investment than FWMIX: OCLVX (1000) vs FWMIX (1000000). OCLVX (6.17) and FWMIX (6.17) have marching annual gain over last year. FWMIX return over 5 years is better than : 42.57 vs. OCLVX (14.43).
FWMIXOCLVXFWMIX / OCLVX
Total Expense Ratio0.261.9214%
Annual Report Gross Expense Ratio0.261.9214%
Fund Existence9 years22 years-
Gain YTD8.3237.617109%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets209B1.98B10,545%
Annual Yield % from dividends1.420.00-
Returns for 1 year6.176.17100%
Returns for 3 years33.207.50443%
Returns for 5 years42.5714.43295%
Returns for 10 yearsN/A32.40-
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