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FWMIX vs PLVJX
FWMIX vs PLVJX Comparison
Open Charts FWMIX vs PLVJX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Principal Large Cap Value III J
Price$20.08
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets2.89B
FWMIX vs PLVJX Comparison Chart in %
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FWMIX vs. PLVJX commentary
Nov 14, 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 Buy and PLVJX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. PLVJX (2.89B). FWMIX pays higher dividends than PLVJX: FWMIX (1.46) vs PLVJX (1.08). 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 : 5.34 vs. PLVJX (-2.54). FWMIX return over 5 years is better than : 47.69 vs. PLVJX (29.70).
| 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 | 11.530 | 9.037 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 2.89B | 7,239% |
| Annual Yield % from dividends | 1.46 | 1.08 | 135% |
| Returns for 1 year | 5.34 | -2.54 | -210% |
| Returns for 3 years | 32.99 | 11.76 | 281% |
| Returns for 5 years | 47.69 | 29.70 | 161% |
| Returns for 10 years | N/A | 50.72 | - |
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