Interact to see
Advertisement
Advertisement
FWMIX vs USPFX
FWMIX vs USPFX Comparison
Open Charts FWMIX vs USPFX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value Advisor
Price$34.80
Change+$1.14 (+3.39%)
VolumeN/A
Net Assets87.59M
FWMIX vs USPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. USPFX 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 USPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. USPFX (87.6M). FWMIX pays higher dividends than USPFX: FWMIX (1.49) vs USPFX (0.88). FWMIX was incepted earlier than USPFX: FWMIX (9 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. USPFX (12.93). USPFX has a lower initial minimum investment than FWMIX: USPFX (2500) vs FWMIX (1000000). USPFX annual gain was more profitable for investors over the last year : 12.36 vs. FWMIX (5.56). USPFX return over 5 years is better than : 58.33 vs. FWMIX (38.07).
| FWMIX | USPFX | FWMIX / USPFX | |
| Total Expense Ratio | 0.26 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.55 | 17% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 1.535 | 2.323 | 66% |
| 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 | 0.88 | 170% |
| Returns for 1 year | 5.56 | 12.36 | 45% |
| Returns for 3 years | 30.73 | 31.60 | 97% |
| Returns for 5 years | 38.07 | 58.33 | 65% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement