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BSPAX vs FWMMX
BSPAX vs FWMMX Comparison
Open Charts BSPAX vs FWMMX
iShares S&P 500 Index Investor A
Price$778.53
Change+$4.58 (+0.59%)
VolumeN/A
Net Assets51.65B
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets207.25B
BSPAX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. BSPAX (51.7B). FWMMX pays higher dividends than BSPAX: FWMMX (1.40) vs BSPAX (0.87). BSPAX was incepted earlier than FWMMX: BSPAX (12 years) vs FWMMX (5 years). BSPAX (0.35) and FWMMX (0.35) have similar cost to investors . FWMMX is a more actively managed with annual turnover of: 29.00 vs. BSPAX (9.00). FWMMX has a lower initial minimum investment than BSPAX: FWMMX (250) vs BSPAX (1000). BSPAX annual gain was more profitable for investors over the last year : 16.58 vs. FWMMX (5.65).
| BSPAX | FWMMX | BSPAX / FWMMX | |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Annual Report Gross Expense Ratio | 0.35 | 0.35 | 100% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 13.714 | 9.725 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 207B | 25% |
| Annual Yield % from dividends | 0.87 | 1.40 | 62% |
| Returns for 1 year | 16.58 | 5.65 | 293% |
| Returns for 3 years | 87.80 | 47.39 | 185% |
| Returns for 5 years | 110.64 | N/A | - |
| Returns for 10 years | 283.97 | N/A | - |
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