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FWMMX vs HDPBX
FWMMX vs HDPBX Comparison
Open Charts FWMMX vs HDPBX
American Funds Washington Mutual 529-F-2
Price$66.26
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets204.51B
Hodges Blue Chip Equity Income Retail
Price$26.90
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets54.51M
FWMMX vs HDPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. HDPBX (54.5M). FWMMX pays higher dividends than HDPBX: FWMMX (1.40) vs HDPBX (0.40). FWMMX was incepted earlier than HDPBX: FWMMX (5 years) vs HDPBX (16 years). HDPBX (1.32) is less costly to investors than FWMMX (0.35). HDPBX is a more actively managed with annual turnover of: 84.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than HDPBX: FWMMX (250) vs HDPBX (1000). HDPBX annual gain was more profitable for investors over the last year : 14.15 vs. FWMMX (9.83).
| FWMMX | HDPBX | FWMMX / HDPBX | |
| Total Expense Ratio | 0.35 | 1.30 | 27% |
| Annual Report Gross Expense Ratio | 0.35 | 1.32 | 27% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 8.451 | 13.754 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 54.5M | 376,147% |
| Annual Yield % from dividends | 1.40 | 0.40 | 355% |
| Returns for 1 year | 9.83 | 14.15 | 69% |
| Returns for 3 years | 32.25 | 47.35 | 68% |
| Returns for 5 years | N/A | 52.10 | - |
| Returns for 10 years | N/A | 92.37 | - |
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