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FWMIX vs STVZX
FWMIX vs STVZX Comparison
Open Charts FWMIX vs STVZX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Virtus Ceredex Large-Cap Value Equity R6
Price$10.41
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets272.08M
FWMIX vs STVZX Comparison Chart in %
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FWMIX vs. STVZX commentary
Feb 05, 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 STVZX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. STVZX (272M). STVZX pays higher dividends than FWMIX: STVZX (2.10) vs FWMIX (1.49). FWMIX was incepted earlier than STVZX: FWMIX (9 years) vs STVZX (12 years). STVZX (0.88) is less costly to investors than FWMIX (0.26). STVZX is a more actively managed with annual turnover of: 112.00 vs. FWMIX (29.00). FWMIX has a lower initial minimum investment than STVZX: FWMIX (1000000) vs STVZX (2500000). FWMIX annual gain was more profitable for investors over the last year : 5.58 vs. STVZX (0.18). FWMIX return over 5 years is better than : 38.51 vs. STVZX (-19.18).
| FWMIX | STVZX | FWMIX / STVZX | |
| Total Expense Ratio | 0.26 | 0.72 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.88 | 30% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 1.934 | 6.442 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 272M | 76,471% |
| Annual Yield % from dividends | 1.49 | 2.10 | 71% |
| Returns for 1 year | 5.58 | 0.18 | 3,017% |
| Returns for 3 years | 31.24 | 2.73 | 1,144% |
| Returns for 5 years | 38.51 | -19.18 | -201% |
| Returns for 10 years | N/A | -11.38 | - |
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