FWMIX Alternatives & Similar Mutual Funds

American Funds Washington Mutual F3 (FWMIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FWMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FWMIX

FWMIX charges 0.26% annually. There are 22 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	FWMIX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	FWMIX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	FWMIX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	FWMIX vs FLCOX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	FWMIX vs VVIAX

Best Risk-Adjusted Alternatives to FWMIX

FWMIX has a PortfoliosLab risk / return rank of 39. There are 254 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	FWMIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	FWMIX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	FWMIX vs MALVX
IDIVX	Integrity Dividend Harvest Fund	95	—	May 2012	FWMIX vs IDIVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	FWMIX vs AVLVX

Top Performing FWMIX Alternatives (YTD)

FWMIX is at 7.56% YTD. There are 272 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.54%	—	Jun 2015	FWMIX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	26.27%	—	Nov 1935	FWMIX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.08%	—	Jun 2022	FWMIX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	22.32%	—	Jun 2005	FWMIX vs PXTIX
YAFFX	AMG Yacktman Focused Fund	22.18%	—	May 1997	FWMIX vs YAFFX

Lowest Volatility Alternatives to FWMIX

FWMIX has 10.41% 1-year volatility. There are 71 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	FWMIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	FWMIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	FWMIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	FWMIX vs FALGX
TWEIX	American Century Equity Income Fund	8.54%	6.45B	Aug 1994	FWMIX vs TWEIX

Lowest Drawdown Alternatives to FWMIX

FWMIX has a 1-year max drawdown of -8.34%. There are 244 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	FWMIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	FWMIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	FWMIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	FWMIX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	FWMIX vs SVAIX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.72%	—	Jul 1975	FWMIX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	37	9.46%	—	Jan 1934	FWMIX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	7.38%	—	Jul 1952	FWMIX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	22	8.07%	—	Dec 1973	FWMIX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	9.74%	—	May 2009	FWMIX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	59	13.28%	—	Aug 1978	FWMIX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	5.92%	—	Mar 1973	FWMIX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	22	8.00%	—	Dec 1973	FWMIX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	58	6.57%	—	Dec 1973	FWMIX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	19	5.91%	—	Jan 1967	FWMIX vs AMCPX

Often Compared With FWMIX

Investors most often compare FWMIX with AICFX, VOO, VTV. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AICFX	The Investment Company of America Class F-1	Large Cap Blend Equities	37	9.40%	—	Jan 1934	FWMIX vs AICFX
VOO	Vanguard S&P 500 ETF	S&P 500	70	11.30%	1.70T	Sep 2010	FWMIX vs VOO
VTV	Vanguard Value ETF	Large Cap Value Equities	91	15.07%	245.00B	Jan 2004	FWMIX vs VTV
RLBGX	American Funds American Balanced Fund Class R-6	Diversified Portfolio	79	8.88%	—	Jul 1975	FWMIX vs RLBGX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	72	13.61%	36.70B	Feb 2022	FWMIX vs CGDV
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	69	10.51%	—	Jul 1998	FWMIX vs ACIIX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	30	10.43%	—	Jun 2021	FWMIX vs GQHPX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	84	10.70%	—	Jul 1999	FWMIX vs AUXFX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	38	7.54%	—	Feb 2001	FWMIX vs HDCTX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	11	3.65%	—	Jan 2011	FWMIX vs PSECX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	90	18.01%	—	Oct 2002	FWMIX vs TILVX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	18.91%	—	Apr 2003	FWMIX vs NEIMX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	32	5.53%	—	Dec 2007	FWMIX vs TMMAX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	93	10.35%	—	Dec 2019	FWMIX vs TOWFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	25	19.37%	—	Jan 1984	FWMIX vs AVERX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	87	14.28%	20.50B	Mar 2016	FWMIX vs VIHAX
VALAX	Al Frank Fund	Large Cap Value Equities	93	21.96%	—	May 2006	FWMIX vs VALAX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	91	18.43%	—	Dec 2006	FWMIX vs NQCRX
FAIRX	Fairholme Fund	Large Cap Value Equities	15	2.83%	—	Dec 1999	FWMIX vs FAIRX
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	93	16.06%	—	Dec 2017	FWMIX vs FSWCX

Compare FWMIX with Any Fund or Stock

Compare FWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair FWMIX with funds that move differently

American Funds Washington Mutual F3 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FWMIX.

Explore FWMIX Diversifiers

American Funds Washington Mutual F3 (FWMIX) Alternatives