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FWMIX vs SOPYX
FWMIX vs SOPYX Comparison
Open Charts FWMIX vs SOPYX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy I
Price$33.03
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets8.93B
FWMIX vs SOPYX Comparison Chart in %
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FWMIX vs. SOPYX 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 SOPYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SOPYX (8.93B). FWMIX pays higher dividends than SOPYX: FWMIX (1.46) vs SOPYX (1.30). FWMIX was incepted earlier than SOPYX: FWMIX (9 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SOPYX (19.00). FWMIX (1000000) and SOPYX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 3.99 vs. SOPYX (-0.66). FWMIX return over 5 years is better than : 45.62 vs. SOPYX (34.13).
| FWMIX | SOPYX | FWMIX / SOPYX | |
| Total Expense Ratio | 0.26 | 0.73 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.73 | 36% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 9.968 | 9.215 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.46 | 1.30 | 112% |
| Returns for 1 year | 3.99 | -0.66 | -601% |
| Returns for 3 years | 31.99 | 21.41 | 149% |
| Returns for 5 years | 45.62 | 34.13 | 134% |
| Returns for 10 years | N/A | 92.04 | - |
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