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FWMIX vs STVZX
FWMIX vs STVZX Comparison
Open Charts FWMIX vs STVZX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Virtus Ceredex Large-Cap Value Equity R6
Price$9.91
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets262.82M
FWMIX vs STVZX Comparison Chart in %
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FWMIX vs. STVZX 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 STVZX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. STVZX (263M). FWMIX (1.42) and STVZX (1.39) have matching dividends . FWMIX was incepted earlier than STVZX: FWMIX (9 years) vs STVZX (11 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 : 6.49 vs. STVZX (-3.22). FWMIX return over 5 years is better than : 42.59 vs. STVZX (-21.81).
| 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 | 11 years | - |
| Gain YTD | 8.339 | -1.881 | -443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 263M | 79,468% |
| Annual Yield % from dividends | 1.42 | 1.39 | 103% |
| Returns for 1 year | 6.49 | -3.22 | -201% |
| Returns for 3 years | 33.27 | 2.49 | 1,338% |
| Returns for 5 years | 42.59 | -21.81 | -195% |
| Returns for 10 years | N/A | -25.05 | - |
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