FWMIX
Price
$66.55
Change
-$0.09 (-0.14%)
Updated
Jan 14 closing price
Net Assets
208.21B
SVFKX
Price
$86.25
Change
+$0.65 (+0.76%)
Updated
Jan 14 closing price
Net Assets
4.41B
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FWMIX vs SVFKX

Header iconFWMIX vs SVFKX Comparison
Open Charts FWMIX vs SVFKXBanner chart's image
American Funds Washington Mutual F3
Price$66.55
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets208.21B
Smead Value R2
Price$86.25
Change+$0.65 (+0.76%)
VolumeN/A
Net Assets4.41B
FWMIX vs SVFKX Comparison Chart in %
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VS
FWMIX vs. SVFKX commentary
Jan 15, 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 Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. SVFKX (4.41B). FWMIX (1.52) and SVFKX (1.45) have matching dividends . 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). FWMIX annual gain was more profitable for investors over the last year : 10.05 vs. SVFKX (7.06). SVFKX return over 5 years is better than : 65.31 vs. FWMIX (40.48).
FWMIXSVFKXFWMIX / SVFKX
Total Expense Ratio0.261.4518%
Annual Report Gross Expense Ratio0.261.4718%
Fund Existence9 years11 years-
Gain YTD2.1654.28051%
Front LoadN/AN/A-
Min. Initial Investment1000000250004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B4.41B4,719%
Annual Yield % from dividends1.521.45105%
Returns for 1 year10.057.06142%
Returns for 3 years31.9326.22122%
Returns for 5 years40.4865.3162%
Returns for 10 yearsN/A157.41-
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