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BFSIX vs FWMMX
BFSIX vs FWMMX Comparison
Open Charts BFSIX vs FWMMX
BFS Equity Institutional
Price$27.07
Change-$0.40 (-1.46%)
VolumeN/A
Net Assets63.05M
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
BFSIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. BFSIX (63.1M). FWMMX pays higher dividends than BFSIX: FWMMX (1.38) vs BFSIX (0.43). 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). BFSIX annual gain was more profitable for investors over the last year : 4.93 vs. FWMMX (3.92). FWMMX return over 5 years is better than : 49.06 vs. BFSIX (44.77).
| 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 | 9.021 | 9.873 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 209B | 0% |
| Annual Yield % from dividends | 0.43 | 1.38 | 31% |
| Returns for 1 year | 4.93 | 3.92 | 126% |
| Returns for 3 years | 51.85 | 32.75 | 158% |
| Returns for 5 years | 44.77 | 49.06 | 91% |
| Returns for 10 years | 138.87 | N/A | - |
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