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FWMIX vs UIVAX
FWMIX vs UIVAX Comparison
Open Charts FWMIX vs UIVAX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Victory Value Institutional
Price$20.29
Change-$0.27 (-1.31%)
VolumeN/A
Net Assets1.42B
FWMIX vs UIVAX Comparison Chart in %
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FWMIX vs. UIVAX 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 UIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. UIVAX (1.42B). FWMIX pays higher dividends than UIVAX: FWMIX (1.49) vs UIVAX (1.12). FWMIX was incepted earlier than UIVAX: FWMIX (9 years) vs UIVAX (18 years). UIVAX (0.91) is less costly to investors than FWMIX (0.26). UIVAX is a more actively managed with annual turnover of: 50.00 vs. FWMIX (29.00). FWMIX (1000000) and UIVAX (1000000) have matching initial minimum investment requirements. UIVAX annual gain was more profitable for investors over the last year : 6.52 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. UIVAX (34.10).
| FWMIX | UIVAX | FWMIX / UIVAX | |
| Total Expense Ratio | 0.26 | 0.91 | 29% |
| Annual Report Gross Expense Ratio | 0.26 | 0.91 | 29% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 1.535 | 4.265 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.42B | 14,627% |
| Annual Yield % from dividends | 1.49 | 1.12 | 134% |
| Returns for 1 year | 5.56 | 6.52 | 85% |
| Returns for 3 years | 30.73 | 22.73 | 135% |
| Returns for 5 years | 38.07 | 34.10 | 112% |
| Returns for 10 years | N/A | 33.30 | - |
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