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FWMIX vs PLVIX
FWMIX vs PLVIX Comparison
Open Charts FWMIX vs PLVIX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Principal Large Cap Value III Inst
Price$21.02
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets2.6B
FWMIX vs PLVIX Comparison Chart in %
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FWMIX vs. PLVIX commentary
Dec 04, 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 PLVIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. PLVIX (2.6B). FWMIX pays higher dividends than PLVIX: FWMIX (1.42) vs PLVIX (1.22). 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 : 4.79 vs. PLVIX (-3.47). FWMIX return over 5 years is better than : 44.91 vs. PLVIX (28.02).
| 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 | 11.908 | 9.526 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 2.6B | 8,026% |
| Annual Yield % from dividends | 1.42 | 1.22 | 116% |
| Returns for 1 year | 4.79 | -3.47 | -138% |
| Returns for 3 years | 29.93 | 10.83 | 276% |
| Returns for 5 years | 44.91 | 28.02 | 160% |
| Returns for 10 years | N/A | 51.68 | - |
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