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BFSIX vs FWMMX
BFSIX vs FWMMX Comparison
Open Charts BFSIX vs FWMMX
BFS Equity Institutional
Price$27.61
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets64.21M
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
BFSIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. BFSIX (64.2M). FWMMX pays higher dividends than BFSIX: FWMMX (1.40) vs BFSIX (0.44). BFSIX was incepted earlier than FWMMX: BFSIX (12 years) vs FWMMX (5 years). BFSIX (1.21) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (16.10). FWMMX has a lower initial minimum investment than BFSIX: FWMMX (250) vs BFSIX (1000). BFSIX annual gain was more profitable for investors over the last year : 10.88 vs. FWMMX (5.65).
| BFSIX | FWMMX | BFSIX / FWMMX | |
| Total Expense Ratio | 0.99 | 0.35 | 283% |
| Annual Report Gross Expense Ratio | 1.21 | 0.35 | 346% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 11.196 | 9.725 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 206B | 0% |
| Annual Yield % from dividends | 0.44 | 1.40 | 31% |
| Returns for 1 year | 10.88 | 5.65 | 192% |
| Returns for 3 years | 65.64 | 47.39 | 139% |
| Returns for 5 years | 57.77 | N/A | - |
| Returns for 10 years | 164.36 | N/A | - |