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ESGIX vs FWWMX
ESGIX vs FWWMX Comparison
Open Charts ESGIX vs FWWMX
Dana Epiphany Equity Inst
Price$17.32
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets74.35M
American Funds Washington Mutual 529-F-3
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.51B
ESGIX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 205B vs. ESGIX (74.4M). FWWMX pays higher dividends than ESGIX: FWWMX (1.43) vs ESGIX (0.29). ESGIX was incepted earlier than FWWMX: ESGIX (18 years) vs FWWMX (5 years). ESGIX (1.01) is less costly to investors than FWWMX (0.31). ESGIX is a more actively managed with annual turnover of: 37.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than ESGIX: FWWMX (250) vs ESGIX (1000000). ESGIX annual gain was more profitable for investors over the last year : 18.09 vs. FWWMX (7.96).
| ESGIX | FWWMX | ESGIX / FWWMX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 1.01 | 0.31 | 326% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 12.074 | 8.224 | 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 | 1.43 | 20% |
| Returns for 1 year | 18.09 | 7.96 | 227% |
| Returns for 3 years | 49.10 | 36.57 | 134% |
| Returns for 5 years | 65.71 | N/A | - |
| Returns for 10 years | 61.90 | N/A | - |
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