FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
SVFDX
Price
$84.02
Change
+$5.23 (+6.64%)
Updated
Feb 3 closing price
Net Assets
4.29B
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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$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Smead Value R1
Price$84.02
Change+$5.23 (+6.64%)
VolumeN/A
Net Assets4.29B
FWMIX vs SVFDX Comparison Chart in %
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FWMIX vs. SVFDX 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 SVFDX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. SVFDX (4.29B). FWMIX pays higher dividends than SVFDX: FWMIX (1.49) vs SVFDX (1.29). 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). SVFDX annual gain was more profitable for investors over the last year : 7.92 vs. FWMIX (5.56). SVFDX return over 5 years is better than : 60.21 vs. FWMIX (38.07).
FWMIXSVFDXFWMIX / SVFDX
Total Expense Ratio0.261.6016%
Annual Report Gross Expense Ratio0.264.745%
Fund Existence9 years11 years-
Gain YTD1.5354.57234%
Front LoadN/AN/A-
Min. Initial Investment1000000250004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B4.29B4,847%
Annual Yield % from dividends1.491.29116%
Returns for 1 year5.567.9270%
Returns for 3 years30.7324.57125%
Returns for 5 years38.0760.2163%
Returns for 10 yearsN/A151.05-
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