FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
UVALX
Price
$20.27
Change
-$0.27 (-1.31%)
Updated
Feb 3 closing price
Net Assets
1.42B
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FWMIX vs UVALX

Header iconFWMIX vs UVALX Comparison
Open Charts FWMIX vs UVALXBanner chart's image
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Victory Value
Price$20.27
Change-$0.27 (-1.31%)
VolumeN/A
Net Assets1.42B
FWMIX vs UVALX Comparison Chart in %
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FWMIX vs. UVALX 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 UVALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. UVALX (1.42B). FWMIX pays higher dividends than UVALX: FWMIX (1.49) vs UVALX (1.09). FWMIX was incepted earlier than UVALX: FWMIX (9 years) vs UVALX (25 years). UVALX (0.95) is less costly to investors than FWMIX (0.26). UVALX is a more actively managed with annual turnover of: 50.00 vs. FWMIX (29.00). UVALX has a lower initial minimum investment than FWMIX: UVALX (3000) vs FWMIX (1000000). UVALX annual gain was more profitable for investors over the last year : 6.49 vs. FWMIX (5.56). FWMIX return over 5 years is better than : 38.07 vs. UVALX (33.67).
FWMIXUVALXFWMIX / UVALX
Total Expense Ratio0.260.9527%
Annual Report Gross Expense Ratio0.260.9527%
Fund Existence9 years25 years-
Gain YTD1.5354.27036%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets208B1.42B14,627%
Annual Yield % from dividends1.491.09137%
Returns for 1 year5.566.4986%
Returns for 3 years30.7322.53136%
Returns for 5 years38.0733.67113%
Returns for 10 yearsN/A32.54-
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