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FWMIX vs PLVIX
FWMIX vs PLVIX Comparison
Open Charts FWMIX vs PLVIX
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
Principal Large Cap Value III Inst
Price$20.51
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets3.18B
FWMIX vs PLVIX Comparison Chart in %
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FWMIX vs. PLVIX commentary
Oct 19, 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 PLVIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 207B vs. PLVIX (3.18B). FWMIX pays higher dividends than PLVIX: FWMIX (1.46) vs PLVIX (1.24). FWMIX was incepted earlier than PLVIX: FWMIX (9 years) vs PLVIX (25 years). PLVIX (0.71) is less costly to investors than FWMIX (0.26). PLVIX is a more actively managed with annual turnover of: 41.10 vs. FWMIX (29.00). PLVIX has a lower initial minimum investment than FWMIX: PLVIX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.16 vs. PLVIX (-2.04). FWMIX return over 5 years is better than : 50.55 vs. PLVIX (37.54).
| FWMIX | PLVIX | FWMIX / PLVIX | |
| Total Expense Ratio | 0.26 | 0.69 | 38% |
| Annual Report Gross Expense Ratio | 0.26 | 0.71 | 37% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.803 | 7.947 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 3.18B | 6,511% |
| Annual Yield % from dividends | 1.46 | 1.24 | 118% |
| Returns for 1 year | 4.16 | -2.04 | -204% |
| Returns for 3 years | 42.02 | 21.06 | 200% |
| Returns for 5 years | 50.55 | 37.54 | 135% |
| Returns for 10 years | N/A | 53.75 | - |
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