Interact to see
Advertisement
Advertisement
FWMIX vs SOPAX
FWMIX vs SOPAX Comparison
Open Charts FWMIX vs SOPAX
American Funds Washington Mutual F3
Price$65.87
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy A
Price$29.40
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets8.97B
FWMIX vs SOPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. SOPAX commentary
Dec 27, 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: 209B vs. SOPAX (8.98B). FWMIX pays higher dividends than SOPAX: FWMIX (1.42) vs SOPAX (1.09). 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 : 6.49 vs. SOPAX (-1.22). FWMIX return over 5 years is better than : 42.59 vs. SOPAX (17.62).
| 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 | 8.339 | 0.109 | 7,660% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.42 | 1.09 | 131% |
| Returns for 1 year | 6.49 | -1.22 | -530% |
| Returns for 3 years | 33.27 | 13.71 | 243% |
| Returns for 5 years | 42.59 | 17.62 | 242% |
| Returns for 10 years | N/A | 67.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| PAXG.X | 4513.380000 | 19.532227 | +0.43% |
| PAX Gold cryptocurrency | |||
| MLN.X | 4.857886 | -0.010045 | -0.21% |
| Enzyme cryptocurrency | |||
| STRAX.X | 0.019576 | -0.000085 | -0.43% |
| Xertra cryptocurrency | |||
| GAS.X | 1.823249 | -0.018248 | -0.99% |
| Gas cryptocurrency | |||
| RGT.X | 0.057689 | -0.000779 | -1.33% |
| Rari Governance Token cryptocurrency | |||