FWMIX
Price
$66.55
Change
-$0.09 (-0.14%)
Updated
Jan 14 closing price
Net Assets
208.21B
PNEAX
Price
$10.31
Change
+$0.06 (+0.59%)
Updated
Jan 15 closing price
Net Assets
494.71M
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FWMIX vs PNEAX

Header iconFWMIX vs PNEAX Comparison
Open Charts FWMIX vs PNEAXBanner chart's image
American Funds Washington Mutual F3
Price$66.55
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets208.21B
Virtus NFJ Dividend Value A
Price$10.31
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets494.71M
FWMIX vs PNEAX Comparison Chart in %
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FWMIX vs. PNEAX commentary
Jan 16, 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 PNEAX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. PNEAX (495M). PNEAX pays higher dividends than FWMIX: PNEAX (2.05) vs FWMIX (1.52). FWMIX was incepted earlier than PNEAX: FWMIX (9 years) vs PNEAX (24 years). PNEAX (1.03) is less costly to investors than FWMIX (0.26). PNEAX is a more actively managed with annual turnover of: 36.00 vs. FWMIX (29.00). PNEAX has a lower initial minimum investment than FWMIX: PNEAX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 10.05 vs. PNEAX (0.68). FWMIX return over 5 years is better than : 40.48 vs. PNEAX (-0.31).
FWMIXPNEAXFWMIX / PNEAX
Total Expense Ratio0.261.0325%
Annual Report Gross Expense Ratio0.261.0325%
Fund Existence9 years24 years-
Gain YTD2.1653.01572%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B495M42,020%
Annual Yield % from dividends1.522.0574%
Returns for 1 year10.050.681,488%
Returns for 3 years31.934.61693%
Returns for 5 years40.48-0.31-12,987%
Returns for 10 yearsN/A-14.78-
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