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FWMIX vs OCLVX
FWMIX vs OCLVX Comparison
Open Charts FWMIX vs OCLVX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Optimum Large Cap Value C
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.8B
FWMIX vs OCLVX Comparison Chart in %
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FWMIX vs. OCLVX 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 OCLVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. OCLVX (1.8B). FWMIX pays higher dividends than OCLVX: FWMIX (1.49) vs OCLVX (0.00). FWMIX was incepted earlier than OCLVX: FWMIX (9 years) vs OCLVX (23 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 annual gain was more profitable for investors over the last year : 7.02 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. OCLVX (13.36).
| FWMIX | OCLVX | FWMIX / OCLVX | |
| Total Expense Ratio | 0.26 | 1.92 | 14% |
| Annual Report Gross Expense Ratio | 0.26 | 1.92 | 14% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 1.535 | 4.290 | 36% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 5.56 | 7.02 | 79% |
| Returns for 3 years | 30.73 | 7.47 | 411% |
| Returns for 5 years | 38.07 | 13.36 | 285% |
| Returns for 10 years | N/A | 52.10 | - |
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