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ADEIX vs FWMMX
ADEIX vs FWMMX Comparison
Open Charts ADEIX vs FWMMX
Ancora Dividend Value Equity I
Price$18.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets47.36M
American Funds Washington Mutual 529-F-2
Price$65.90
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
ADEIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. ADEIX (47.4M). FWMMX pays higher dividends than ADEIX: FWMMX (1.35) vs ADEIX (1.16). ADEIX was incepted earlier than FWMMX: ADEIX (7 years) vs FWMMX (5 years). ADEIX (1.11) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. ADEIX (16.86). FWMMX has a lower initial minimum investment than ADEIX: FWMMX (250) vs ADEIX (5000). FWMMX annual gain was more profitable for investors over the last year : 6.11 vs. ADEIX (4.30). ADEIX return over 5 years is better than : 61.12 vs. FWMMX (45.16).
| ADEIX | FWMMX | ADEIX / FWMMX | |
| Total Expense Ratio | 1.00 | 0.35 | 286% |
| Annual Report Gross Expense Ratio | 1.11 | 0.35 | 317% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 9.161 | 8.247 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.4M | 209B | 0% |
| Annual Yield % from dividends | 1.16 | 1.35 | 86% |
| Returns for 1 year | 4.30 | 6.11 | 70% |
| Returns for 3 years | 40.83 | 32.88 | 124% |
| Returns for 5 years | 61.12 | 45.16 | 135% |
| Returns for 10 years | N/A | N/A | - |
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