FWMIX
Price
$66.86
Change
-$0.95 (-1.40%)
Updated
Nov 13 closing price
Net Assets
209.34B
SVFYX
Price
$81.74
Change
-$0.78 (-0.95%)
Updated
Nov 13 closing price
Net Assets
4.29B
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FWMIX vs SVFYX

Header iconFWMIX vs SVFYX Comparison
Open Charts FWMIX vs SVFYXBanner chart's image
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Smead Value Y
Price$81.74
Change-$0.78 (-0.95%)
VolumeN/A
Net Assets4.29B
FWMIX vs SVFYX Comparison Chart in %
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VS
FWMIX vs. SVFYX 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 SVFYX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SVFYX (4.3B). SVFYX (1.46) and FWMIX (1.46) have matching dividends . FWMIX was incepted earlier than SVFYX: FWMIX (9 years) vs SVFYX (11 years). SVFYX (0.80) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SVFYX (13.30). FWMIX has a lower initial minimum investment than SVFYX: FWMIX (1000000) vs SVFYX (10000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. SVFYX (-0.48). SVFYX return over 5 years is better than : 81.67 vs. FWMIX (47.69).
FWMIXSVFYXFWMIX / SVFYX
Total Expense Ratio0.260.8033%
Annual Report Gross Expense Ratio0.260.8033%
Fund Existence9 years11 years-
Gain YTD11.5304.310267%
Front LoadN/AN/A-
Min. Initial Investment10000001000000010%
Min. Initial Investment IRAN/AN/A-
Net Assets209B4.3B4,866%
Annual Yield % from dividends1.461.46100%
Returns for 1 year5.34-0.48-1,109%
Returns for 3 years32.9921.37154%
Returns for 5 years47.6981.6758%
Returns for 10 yearsN/A125.95-
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