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FWMIX vs USPCX
FWMIX vs USPCX Comparison
Open Charts FWMIX vs USPCX
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value C
Price$32.46
Change+$1.21 (+3.87%)
VolumeN/A
Net Assets87.59M
FWMIX vs USPCX Comparison Chart in %
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FWMIX vs. USPCX 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 USPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. USPCX (87.6M). FWMIX pays higher dividends than USPCX: FWMIX (1.49) 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 (12.93). 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 : 11.01 vs. FWMIX (5.56). USPCX return over 5 years is better than : 50.28 vs. FWMIX (38.07).
| 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 | 1.535 | 2.236 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 87.6M | 237,443% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.56 | 11.01 | 50% |
| Returns for 3 years | 30.73 | 27.44 | 112% |
| Returns for 5 years | 38.07 | 50.28 | 76% |
| Returns for 10 years | N/A | 161.19 | - |
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