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FWMIX vs SVFDX
FWMIX vs SVFDX Comparison
Open Charts FWMIX vs SVFDX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
FWMIX vs SVFDX Comparison Chart in %
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FWMIX vs. SVFDX 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 SVFDX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SVFDX (4.3B). SVFDX (1.51) and FWMIX (1.46) have matching dividends . FWMIX was incepted earlier than SVFDX: FWMIX (9 years) vs SVFDX (11 years). SVFDX (4.74) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SVFDX (13.30). SVFDX has a lower initial minimum investment than FWMIX: SVFDX (25000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. SVFDX (-1.25). SVFDX return over 5 years is better than : 75.63 vs. FWMIX (47.69).
| FWMIX | SVFDX | FWMIX / SVFDX | |
| Total Expense Ratio | 0.26 | 1.60 | 16% |
| Annual Report Gross Expense Ratio | 0.26 | 4.74 | 5% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.530 | 3.618 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 25000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 4.3B | 4,866% |
| Annual Yield % from dividends | 1.46 | 1.51 | 97% |
| Returns for 1 year | 5.34 | -1.25 | -429% |
| Returns for 3 years | 32.99 | 18.85 | 175% |
| Returns for 5 years | 47.69 | 75.63 | 63% |
| Returns for 10 years | N/A | 110.54 | - |
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