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FWMIX vs PLVJX
FWMIX vs PLVJX Comparison
Open Charts FWMIX vs PLVJX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Principal Large Cap Value III J
Price$17.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.46B
FWMIX vs PLVJX Comparison Chart in %
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FWMIX vs. PLVJX 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 PLVJX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. PLVJX (2.46B). FWMIX pays higher dividends than PLVJX: FWMIX (1.42) vs PLVJX (1.07). FWMIX was incepted earlier than PLVJX: FWMIX (9 years) vs PLVJX (25 years). PLVJX (0.95) is less costly to investors than FWMIX (0.26). PLVJX is a more actively managed with annual turnover of: 41.10 vs. FWMIX (29.00). PLVJX has a lower initial minimum investment than FWMIX: PLVJX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.17 vs. PLVJX (-9.55). FWMIX return over 5 years is better than : 42.57 vs. PLVJX (4.75).
| FWMIX | PLVJX | FWMIX / PLVJX | |
| Total Expense Ratio | 0.26 | 0.93 | 28% |
| Annual Report Gross Expense Ratio | 0.26 | 0.95 | 27% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.323 | -8.338 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 2.46B | 8,496% |
| Annual Yield % from dividends | 1.42 | 1.07 | 134% |
| Returns for 1 year | 6.17 | -9.55 | -65% |
| Returns for 3 years | 33.20 | 5.46 | 609% |
| Returns for 5 years | 42.57 | 4.75 | 897% |
| Returns for 10 years | N/A | 31.87 | - |
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