American Funds Washington Mutual F3 (FWMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FWMIX
FWMIX charges 0.26% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FWMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FWMIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FWMIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FWMIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FWMIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FWMIX vs TILVX |
Best Risk-Adjusted Alternatives to FWMIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FWMIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FWMIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FWMIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FWMIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FWMIX vs VALAX |
Top Performing FWMIX Alternatives (YTD)
FWMIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FWMIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FWMIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FWMIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FWMIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FWMIX vs HFCVX |
Lowest Volatility Alternatives to FWMIX
FWMIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FWMIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FWMIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FWMIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FWMIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FWMIX vs ACIIX |
Lowest Drawdown Alternatives to FWMIX
FWMIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FWMIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FWMIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FWMIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FWMIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FWMIX vs PSECX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With FWMIX
What investors most often compare with FWMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Investment Company of America Class F-1 | Large Cap Blend Equities | 47 | -7.72% | Jan 2, 1934 | FWMIX vs AICFX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | FWMIX vs VOO | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | FWMIX vs VTV | |
| American Funds American Balanced Fund Class R-6 | Diversified Portfolio | 82 | -2.79% | Jul 26, 1975 | FWMIX vs RLBGX | |
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 78 | -2.26% | Feb 22, 2022 | FWMIX vs CGDV |
Compare FWMIX with Any Fund or Stock
Compare FWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.