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FWMIX vs USPFX
FWMIX vs USPFX Comparison
Open Charts FWMIX vs USPFX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Union Street Partners Value Advisor
Price$33.83
Change-$0.44 (-1.28%)
VolumeN/A
Net Assets84.57M
FWMIX vs USPFX Comparison Chart in %
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FWMIX vs. USPFX 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 USPFX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. USPFX (84.6M). FWMIX pays higher dividends than USPFX: FWMIX (1.46) vs USPFX (0.16). 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 (7.18). 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 : 10.66 vs. FWMIX (5.34). USPFX return over 5 years is better than : 76.32 vs. FWMIX (47.69).
| 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 | 11.530 | 10.763 | 107% |
| 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 | 0.16 | 916% |
| Returns for 1 year | 5.34 | 10.66 | 50% |
| Returns for 3 years | 32.99 | 34.27 | 96% |
| Returns for 5 years | 47.69 | 76.32 | 62% |
| Returns for 10 years | N/A | N/A | - |
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