CHTRX
Price
$21.39
Change
-$1.13 (-5.02%)
Updated
Feb 3 closing price
Net Assets
3.7B
FWWMX
Price
$66.17
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
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CHTRX vs FWWMX

Header iconCHTRX vs FWWMX Comparison
Open Charts CHTRX vs FWWMXBanner chart's image
Invesco Charter A
Price$21.39
Change-$1.13 (-5.02%)
VolumeN/A
Net Assets3.7B
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
CHTRX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. CHTRX (3.7B). FWWMX pays higher dividends than CHTRX: FWWMX (1.45) vs CHTRX (0.22). CHTRX was incepted earlier than FWWMX: CHTRX (57 years) vs FWWMX (5 years). CHTRX (1.01) is less costly to investors than FWWMX (0.31). CHTRX is a more actively managed with annual turnover of: 36.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than CHTRX: FWWMX (250) vs CHTRX (1000). CHTRX annual gain was more profitable for investors over the last year : 5.82 vs. FWWMX (5.50). FWWMX return over 5 years is better than : 40.82 vs. CHTRX (19.98).
CHTRXFWWMXCHTRX / FWWMX
Total Expense Ratio1.010.31326%
Annual Report Gross Expense Ratio1.010.31326%
Fund Existence57 years5 years-
Gain YTD0.1871.51912%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B208B2%
Annual Yield % from dividends0.221.4515%
Returns for 1 year5.825.50106%
Returns for 3 years36.5730.52120%
Returns for 5 years19.9840.8249%
Returns for 10 years40.11N/A-
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