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BFSIX vs FWWMX
BFSIX vs FWWMX Comparison
Open Charts BFSIX vs FWWMX
BFS Equity Institutional
Price$26.52
Change-$1.10 (-3.98%)
VolumeN/A
Net Assets63.57M
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
BFSIX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. BFSIX (63.6M). FWWMX pays higher dividends than BFSIX: FWWMX (1.45) vs BFSIX (0.17). BFSIX was incepted earlier than FWWMX: BFSIX (12 years) vs FWWMX (5 years). BFSIX (1.17) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (16.10). FWWMX has a lower initial minimum investment than BFSIX: FWWMX (250) vs BFSIX (1000). FWWMX annual gain was more profitable for investors over the last year : 5.50 vs. BFSIX (3.74). FWWMX return over 5 years is better than : 40.82 vs. BFSIX (37.56).
| BFSIX | FWWMX | BFSIX / FWWMX | |
| Total Expense Ratio | 0.99 | 0.31 | 319% |
| Annual Report Gross Expense Ratio | 1.17 | 0.31 | 377% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 1.961 | 1.519 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6M | 208B | 0% |
| Annual Yield % from dividends | 0.17 | 1.45 | 12% |
| Returns for 1 year | 3.74 | 5.50 | 68% |
| Returns for 3 years | 47.63 | 30.52 | 156% |
| Returns for 5 years | 37.56 | 40.82 | 92% |
| Returns for 10 years | 158.70 | N/A | - |
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