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FWMMX vs HULEX
FWMMX vs HULEX Comparison
Open Charts FWMMX vs HULEX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Huber Select Large Cap Value Instl
Price$35.31
Change+$0.34 (+0.97%)
VolumeN/A
Net Assets466.78M
FWMMX vs HULEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. HULEX (467M). FWMMX pays higher dividends than HULEX: FWMMX (1.35) vs HULEX (1.16). FWMMX was incepted earlier than HULEX: FWMMX (5 years) vs HULEX (14 years). HULEX (1.03) is less costly to investors than FWMMX (0.35). HULEX is a more actively managed with annual turnover of: 33.40 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than HULEX: FWMMX (250) vs HULEX (1000000). FWMMX annual gain was more profitable for investors over the last year : 5.39 vs. HULEX (4.12). HULEX return over 5 years is better than : 97.53 vs. FWMMX (47.35).
| FWMMX | HULEX | FWMMX / HULEX | |
| Total Expense Ratio | 0.35 | 1.00 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.03 | 34% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.370 | 8.048 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 467M | 44,754% |
| Annual Yield % from dividends | 1.35 | 1.16 | 116% |
| Returns for 1 year | 5.39 | 4.12 | 131% |
| Returns for 3 years | 31.32 | 44.03 | 71% |
| Returns for 5 years | 47.35 | 97.53 | 49% |
| Returns for 10 years | N/A | 190.52 | - |
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