FWMIX
Price
$66.40
Change
+$0.26 (+0.39%)
Updated
Feb 4 closing price
Net Assets
208.21B
SVFKX
Price
$89.12
Change
+$1.82 (+2.08%)
Updated
Feb 4 closing price
Net Assets
4.33B
Interact to see
Advertisement

FWMIX vs SVFKX

Header iconFWMIX vs SVFKX Comparison
Open Charts FWMIX vs SVFKXBanner chart's image
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Smead Value R2
Price$89.12
Change+$1.82 (+2.08%)
VolumeN/A
Net Assets4.33B
FWMIX vs SVFKX Comparison Chart in %
View a ticker or compare two or three
VS
FWMIX vs. SVFKX commentary
Feb 06, 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 SVFKX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. SVFKX (4.33B). FWMIX pays higher dividends than SVFKX: FWMIX (1.49) vs SVFKX (1.39). FWMIX was incepted earlier than SVFKX: FWMIX (9 years) vs SVFKX (11 years). SVFKX (1.47) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SVFKX (13.30). SVFKX has a lower initial minimum investment than FWMIX: SVFKX (25000) vs FWMIX (1000000). SVFKX annual gain was more profitable for investors over the last year : 8.38 vs. FWMIX (5.58). SVFKX return over 5 years is better than : 60.98 vs. FWMIX (38.51).
FWMIXSVFKXFWMIX / SVFKX
Total Expense Ratio0.261.4518%
Annual Report Gross Expense Ratio0.261.4718%
Fund Existence9 years11 years-
Gain YTD1.9345.55035%
Front LoadN/AN/A-
Min. Initial Investment1000000250004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B4.33B4,808%
Annual Yield % from dividends1.491.39108%
Returns for 1 year5.588.3867%
Returns for 3 years31.2426.00120%
Returns for 5 years38.5160.9863%
Returns for 10 yearsN/A164.93-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IEQAX19.480.23
+1.19%
ICON Equity Income Investor
ARYYX13.940.12
+0.87%
American Century Global Real Estate Y
BERIX14.780.04
+0.27%
Carillon Chartwell Real Income I
CBLCX54.54-0.10
-0.18%
Columbia Balanced C
PPNMX10.68-0.22
-2.02%
Principal SmallCap Growth I R3