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FWMIX vs STVZX
FWMIX vs STVZX Comparison
Open Charts FWMIX vs STVZX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Virtus Ceredex Large-Cap Value Equity R6
Price$10.83
Change-$0.18 (-1.63%)
VolumeN/A
Net Assets257.6M
FWMIX vs STVZX Comparison Chart in %
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FWMIX vs. STVZX 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 STVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. STVZX (258M). FWMIX (1.46) and STVZX (1.41) 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 : 5.34 vs. STVZX (-12.23). FWMIX return over 5 years is better than : 47.69 vs. STVZX (-10.63).
| 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 | 11.530 | 9.010 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 258M | 81,008% |
| Annual Yield % from dividends | 1.46 | 1.41 | 104% |
| Returns for 1 year | 5.34 | -12.23 | -44% |
| Returns for 3 years | 32.99 | 5.77 | 572% |
| Returns for 5 years | 47.69 | -10.63 | -449% |
| Returns for 10 years | N/A | -22.61 | - |
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