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FWMMX vs HWLIX
FWMMX vs HWLIX Comparison
Open Charts FWMMX vs HWLIX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Hotchkis & Wiley Large Cap Fdml Value I
Price$45.93
Change-$0.44 (-0.95%)
VolumeN/A
Net Assets360.02M
FWMMX vs HWLIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. HWLIX (360M). HWLIX pays higher dividends than FWMMX: HWLIX (1.68) vs FWMMX (1.41). FWMMX was incepted earlier than HWLIX: FWMMX (5 years) vs HWLIX (39 years). HWLIX (0.98) is less costly to investors than FWMMX (0.35). HWLIX is a more actively managed with annual turnover of: 40.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than HWLIX: FWMMX (250) vs HWLIX (250000). HWLIX annual gain was more profitable for investors over the last year : 7.99 vs. FWMMX (5.47). FWMMX return over 5 years is better than : 40.53 vs. HWLIX (30.35).
| FWMMX | HWLIX | FWMMX / HWLIX | |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Annual Report Gross Expense Ratio | 0.35 | 0.98 | 36% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 1.503 | 2.112 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 360M | 57,778% |
| Annual Yield % from dividends | 1.41 | 1.68 | 84% |
| Returns for 1 year | 5.47 | 7.99 | 68% |
| Returns for 3 years | 30.37 | 11.21 | 271% |
| Returns for 5 years | 40.53 | 30.35 | 134% |
| Returns for 10 years | N/A | 130.63 | - |
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