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FWMIX vs USPCX
FWMIX vs USPCX Comparison
Open Charts FWMIX vs USPCX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Union Street Partners Value C
Price$31.39
Change-$0.40 (-1.26%)
VolumeN/A
Net Assets84.57M
FWMIX vs USPCX Comparison Chart in %
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FWMIX vs. USPCX 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 USPCX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. USPCX (84.6M). FWMIX pays higher dividends than USPCX: FWMIX (1.46) vs USPCX (0.00). FWMIX was incepted earlier than USPCX: FWMIX (9 years) vs USPCX (15 years). USPCX (2.45) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. USPCX (7.18). USPCX has a lower initial minimum investment than FWMIX: USPCX (2500) vs FWMIX (1000000). USPCX annual gain was more profitable for investors over the last year : 9.47 vs. FWMIX (5.34). USPCX return over 5 years is better than : 67.58 vs. FWMIX (47.69).
| FWMIX | USPCX | FWMIX / USPCX | |
| Total Expense Ratio | 0.26 | 2.15 | 12% |
| Annual Report Gross Expense Ratio | 0.26 | 2.45 | 11% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 11.530 | 9.696 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 84.6M | 247,045% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 5.34 | 9.47 | 56% |
| Returns for 3 years | 32.99 | 30.18 | 109% |
| Returns for 5 years | 47.69 | 67.58 | 71% |
| Returns for 10 years | N/A | 125.55 | - |
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