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FWMIX vs SOPAX
FWMIX vs SOPAX Comparison
Open Charts FWMIX vs SOPAX
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
ClearBridge Dividend Strategy A
Price$31.86
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
FWMIX vs SOPAX Comparison Chart in %
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FWMIX vs. SOPAX 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 SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 207B vs. SOPAX (8.94B). FWMIX pays higher dividends than SOPAX: FWMIX (1.46) vs SOPAX (1.10). FWMIX was incepted earlier than SOPAX: FWMIX (9 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SOPAX (19.00). SOPAX has a lower initial minimum investment than FWMIX: SOPAX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.16 vs. SOPAX (-0.81). FWMIX return over 5 years is better than : 50.55 vs. SOPAX (34.54).
| FWMIX | SOPAX | FWMIX / SOPAX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.00 | 26% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 9.803 | 8.485 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 8.94B | 2,316% |
| Annual Yield % from dividends | 1.46 | 1.10 | 133% |
| Returns for 1 year | 4.16 | -0.81 | -511% |
| Returns for 3 years | 42.02 | 29.48 | 143% |
| Returns for 5 years | 50.55 | 34.54 | 146% |
| Returns for 10 years | N/A | 82.94 | - |
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