Interact to see
Advertisement
Advertisement
ESGIX vs FWMMX
ESGIX vs FWMMX Comparison
Open Charts ESGIX vs FWMMX
Dana Epiphany Equity Inst
Price$17.32
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets74.35M
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.51B
ESGIX vs FWMMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. ESGIX (74.4M). FWMMX pays higher dividends than ESGIX: FWMMX (1.40) vs ESGIX (0.29). ESGIX was incepted earlier than FWMMX: ESGIX (18 years) vs FWMMX (5 years). ESGIX (1.01) is less costly to investors than FWMMX (0.35). ESGIX is a more actively managed with annual turnover of: 37.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than ESGIX: FWMMX (250) vs ESGIX (1000000). ESGIX annual gain was more profitable for investors over the last year : 18.09 vs. FWMMX (7.92).
| ESGIX | FWMMX | ESGIX / FWMMX | |
| Total Expense Ratio | 0.85 | 0.35 | 243% |
| Annual Report Gross Expense Ratio | 1.01 | 0.35 | 289% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 12.074 | 8.189 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 205B | 0% |
| Annual Yield % from dividends | 0.29 | 1.40 | 21% |
| Returns for 1 year | 18.09 | 7.92 | 228% |
| Returns for 3 years | 49.10 | 36.44 | 135% |
| Returns for 5 years | 65.71 | N/A | - |
| Returns for 10 years | 61.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers