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FWMIX vs SVIIX
FWMIX vs SVIIX Comparison
Open Charts FWMIX vs SVIIX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Virtus Ceredex Large-Cap Value Equity A
Price$9.68
Change-$0.55 (-5.38%)
VolumeN/A
Net Assets269.14M
FWMIX vs SVIIX Comparison Chart in %
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FWMIX vs. SVIIX commentary
Feb 04, 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 SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. SVIIX (269M). SVIIX pays higher dividends than FWMIX: SVIIX (2.83) vs FWMIX (1.49). FWMIX was incepted earlier than SVIIX: FWMIX (9 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than FWMIX (0.26). SVIIX is a more actively managed with annual turnover of: 112.00 vs. FWMIX (29.00). SVIIX has a lower initial minimum investment than FWMIX: SVIIX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.56 vs. SVIIX (-1.50). FWMIX return over 5 years is better than : 38.07 vs. SVIIX (-23.58).
| FWMIX | SVIIX | FWMIX / SVIIX | |
| Total Expense Ratio | 0.26 | 1.24 | 21% |
| Annual Report Gross Expense Ratio | 0.26 | 1.25 | 21% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.535 | 5.908 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 269M | 77,323% |
| Annual Yield % from dividends | 1.49 | 2.83 | 53% |
| Returns for 1 year | 5.56 | -1.50 | -371% |
| Returns for 3 years | 30.73 | -1.06 | -2,895% |
| Returns for 5 years | 38.07 | -23.58 | -161% |
| Returns for 10 years | N/A | -18.82 | - |
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