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AFVZX vs FWMMX
AFVZX vs FWMMX Comparison
Open Charts AFVZX vs FWMMX
Applied Finance Select Institutional
Price$24.51
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets669.03M
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
AFVZX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. AFVZX (669M). FWMMX pays higher dividends than AFVZX: FWMMX (1.35) vs AFVZX (1.00). AFVZX was incepted earlier than FWMMX: AFVZX (9 years) vs FWMMX (5 years). AFVZX (1.11) is less costly to investors than FWMMX (0.35). FWMMX (29.00) and AFVZX (27.63) have comparable annual turnover. FWMMX has a lower initial minimum investment than AFVZX: FWMMX (250) vs AFVZX (10000). FWMMX annual gain was more profitable for investors over the last year : 4.71 vs. AFVZX (3.82). AFVZX return over 5 years is better than : 58.94 vs. FWMMX (48.37).
| AFVZX | FWMMX | AFVZX / FWMMX | |
| Total Expense Ratio | 0.75 | 0.35 | 214% |
| Annual Report Gross Expense Ratio | 1.11 | 0.35 | 317% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 12.930 | 11.811 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 209B | 0% |
| Annual Yield % from dividends | 1.00 | 1.35 | 74% |
| Returns for 1 year | 3.82 | 4.71 | 81% |
| Returns for 3 years | 32.68 | 30.67 | 107% |
| Returns for 5 years | 58.94 | 48.37 | 122% |
| Returns for 10 years | N/A | N/A | - |
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