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FWMIX vs STVTX
FWMIX vs STVTX Comparison
Open Charts FWMIX vs STVTX
American Funds Washington Mutual F3
Price$65.86
Change-$0.54 (-0.81%)
VolumeN/A
Net Assets208.21B
Virtus Ceredex Large-Cap Value Equity I
Price$10.22
Change-$0.09 (-0.87%)
VolumeN/A
Net Assets272.08M
FWMIX vs STVTX Comparison Chart in %
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FWMIX vs. STVTX commentary
Feb 07, 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 STVTX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. STVTX (272M). FWMIX pays higher dividends than STVTX: FWMIX (1.49) vs STVTX (1.37). FWMIX was incepted earlier than STVTX: FWMIX (9 years) vs STVTX (33 years). STVTX (1.10) is less costly to investors than FWMIX (0.26). STVTX is a more actively managed with annual turnover of: 112.00 vs. FWMIX (29.00). STVTX has a lower initial minimum investment than FWMIX: STVTX (100000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 3.83 vs. STVTX (-1.83). FWMIX return over 5 years is better than : 37.38 vs. STVTX (-21.47).
| FWMIX | STVTX | FWMIX / STVTX | |
| Total Expense Ratio | 0.26 | 0.97 | 27% |
| Annual Report Gross Expense Ratio | 0.26 | 1.10 | 24% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.105 | 5.579 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 272M | 76,471% |
| Annual Yield % from dividends | 1.49 | 1.37 | 109% |
| Returns for 1 year | 3.83 | -1.83 | -209% |
| Returns for 3 years | 30.52 | 1.25 | 2,448% |
| Returns for 5 years | 37.38 | -21.47 | -174% |
| Returns for 10 years | N/A | -14.07 | - |
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