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FWMIX vs USPFX
FWMIX vs USPFX Comparison
Open Charts FWMIX vs USPFX
American Funds Washington Mutual F3
Price$68.46
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value Advisor
Price$34.05
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets86.54M
FWMIX vs USPFX Comparison Chart in %
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FWMIX vs. USPFX commentary
Dec 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 StrongBuy and USPFX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. USPFX (86.5M). FWMIX pays higher dividends than USPFX: FWMIX (1.42) 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). FWMIX annual gain was more profitable for investors over the last year : 7.63 vs. USPFX (5.88). USPFX return over 5 years is better than : 63.09 vs. FWMIX (47.39).
| 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 | 13.866 | 8.824 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86.5M | 241,618% |
| Annual Yield % from dividends | 1.42 | 0.16 | 908% |
| Returns for 1 year | 7.63 | 5.88 | 130% |
| Returns for 3 years | 33.58 | 33.73 | 100% |
| Returns for 5 years | 47.39 | 63.09 | 75% |
| Returns for 10 years | N/A | N/A | - |
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