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FWMIX vs USPCX
FWMIX vs USPCX Comparison
Open Charts FWMIX vs USPCX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value C
Price$31.92
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets86.63M
FWMIX vs USPCX Comparison Chart in %
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FWMIX vs. USPCX commentary
Dec 27, 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 Hold and USPCX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. USPCX (86.6M). FWMIX pays higher dividends than USPCX: FWMIX (1.42) 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 : 8.84 vs. FWMIX (6.49). USPCX return over 5 years is better than : 57.61 vs. FWMIX (42.59).
| 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 | 8.339 | 10.076 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86.6M | 241,339% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 6.49 | 8.84 | 73% |
| Returns for 3 years | 33.27 | 35.69 | 93% |
| Returns for 5 years | 42.59 | 57.61 | 74% |
| Returns for 10 years | N/A | 129.73 | - |
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