FWMIX
Price
$68.38
Change
+$0.31 (+0.46%)
Updated
Dec 3 closing price
Net Assets
209.48B
SVFDX
Price
$82.45
Change
+$1.64 (+2.03%)
Updated
Dec 3 closing price
Net Assets
4.42B
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FWMIX vs SVFDX

Header iconFWMIX vs SVFDX Comparison
Open Charts FWMIX vs SVFDXBanner chart's image
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Smead Value R1
Price$82.45
Change+$1.64 (+2.03%)
VolumeN/A
Net Assets4.42B
FWMIX vs SVFDX Comparison Chart in %
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FWMIX vs. SVFDX commentary
Dec 04, 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 StrongBuy and SVFDX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SVFDX (4.42B). SVFDX (1.44) and FWMIX (1.42) 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 : 4.79 vs. SVFDX (-1.27). SVFDX return over 5 years is better than : 68.55 vs. FWMIX (44.91).
FWMIXSVFDXFWMIX / SVFDX
Total Expense Ratio0.261.6016%
Annual Report Gross Expense Ratio0.264.745%
Fund Existence9 years11 years-
Gain YTD11.9085.070235%
Front LoadN/AN/A-
Min. Initial Investment1000000250004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets209B4.42B4,733%
Annual Yield % from dividends1.421.4499%
Returns for 1 year4.79-1.27-377%
Returns for 3 years29.9320.96143%
Returns for 5 years44.9168.5566%
Returns for 10 yearsN/A104.62-
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