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BFSIX vs FWMMX
BFSIX vs FWMMX Comparison
Open Charts BFSIX vs FWMMX
BFS Equity Institutional
Price$26.77
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets64.43M
American Funds Washington Mutual 529-F-2
Price$66.59
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets208.21B
BFSIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. BFSIX (64.4M). FWMMX pays higher dividends than BFSIX: FWMMX (1.44) vs BFSIX (0.17). BFSIX was incepted earlier than FWMMX: BFSIX (12 years) vs FWMMX (5 years). BFSIX (1.17) 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). FWMMX annual gain was more profitable for investors over the last year : 9.97 vs. BFSIX (7.74). FWMMX (43.00) and BFSIX (42.06) have equivalent 5 years return.
| BFSIX | FWMMX | BFSIX / FWMMX | |
| Total Expense Ratio | 0.99 | 0.35 | 283% |
| Annual Report Gross Expense Ratio | 1.17 | 0.35 | 334% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 2.922 | 2.148 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 208B | 0% |
| Annual Yield % from dividends | 0.17 | 1.44 | 12% |
| Returns for 1 year | 7.74 | 9.97 | 78% |
| Returns for 3 years | 50.51 | 31.62 | 160% |
| Returns for 5 years | 42.06 | 43.00 | 98% |
| Returns for 10 years | 158.92 | N/A | - |
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