AFVLX
Price
$23.74
Change
-$0.34 (-1.41%)
Updated
Nov 13 closing price
Net Assets
654.35M
FWMMX
Price
$66.89
Change
-$0.96 (-1.41%)
Updated
Nov 13 closing price
Net Assets
209.34B
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AFVLX vs FWMMX

Header iconAFVLX vs FWMMX Comparison
Open Charts AFVLX vs FWMMXBanner chart's image
Applied Finance Select Investor
Price$23.74
Change-$0.34 (-1.41%)
VolumeN/A
Net Assets654.35M
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
AFVLX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. AFVLX (654M). FWMMX pays higher dividends than AFVLX: FWMMX (1.38) vs AFVLX (0.77). AFVLX was incepted earlier than FWMMX: AFVLX (9 years) vs FWMMX (5 years). AFVLX (1.44) is less costly to investors than FWMMX (0.35). FWMMX (29.00) and AFVLX (27.63) have comparable annual turnover. FWMMX has a lower initial minimum investment than AFVLX: FWMMX (250) vs AFVLX (1000). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. AFVLX (4.73). AFVLX return over 5 years is better than : 63.64 vs. FWMMX (51.20).
AFVLXFWMMXAFVLX / FWMMX
Total Expense Ratio1.000.35286%
Annual Report Gross Expense Ratio1.440.35411%
Fund Existence9 years5 years-
Gain YTD12.47111.450109%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets654M209B0%
Annual Yield % from dividends0.771.3856%
Returns for 1 year4.735.2690%
Returns for 3 years33.4933.7899%
Returns for 5 years63.6451.20124%
Returns for 10 yearsN/AN/A-
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