FWMIX
Price
$68.46
Change
-$0.77 (-1.11%)
Updated
Dec 12 closing price
Net Assets
209.48B
VGRTX
Price
$84.29
Change
-$0.32 (-0.38%)
Updated
Dec 12 closing price
Net Assets
6.53B
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FWMIX vs VGRTX

Header iconFWMIX vs VGRTX Comparison
Open Charts FWMIX vs VGRTXBanner chart's image
American Funds Washington Mutual F3
Price$68.46
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
JPMorgan US Value R2
Price$84.29
Change-$0.32 (-0.38%)
VolumeN/A
Net Assets6.53B
FWMIX vs VGRTX Comparison Chart in %
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FWMIX vs. VGRTX 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 VGRTX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. VGRTX (6.53B). FWMIX pays higher dividends than VGRTX: FWMIX (1.42) vs VGRTX (0.82). FWMIX was incepted earlier than VGRTX: FWMIX (9 years) vs VGRTX (10 years). VGRTX (1.24) is less costly to investors than FWMIX (0.26). VGRTX is a more actively managed with annual turnover of: 185.00 vs. FWMIX (29.00). VGRTX has a lower initial minimum investment than FWMIX: VGRTX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.63 vs. VGRTX (3.45). VGRTX return over 5 years is better than : 63.21 vs. FWMIX (47.39).
FWMIXVGRTXFWMIX / VGRTX
Total Expense Ratio0.261.1922%
Annual Report Gross Expense Ratio0.261.2421%
Fund Existence9 years10 years-
Gain YTD13.8669.592145%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets209B6.53B3,200%
Annual Yield % from dividends1.420.82173%
Returns for 1 year7.633.45221%
Returns for 3 years33.5830.91109%
Returns for 5 years47.3963.2175%
Returns for 10 yearsN/A122.69-
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