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FWMMX vs HWLZX
FWMMX vs HWLZX Comparison
Open Charts FWMMX vs HWLZX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Hotchkis & Wiley Large Cap Fdml Value Z
Price$46.27
Change-$0.35 (-0.75%)
VolumeN/A
Net Assets356.7M
FWMMX vs HWLZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. HWLZX (357M). HWLZX pays higher dividends than FWMMX: HWLZX (1.50) vs FWMMX (1.38). FWMMX was incepted earlier than HWLZX: FWMMX (5 years) vs HWLZX (6 years). HWLZX (0.85) is less costly to investors than FWMMX (0.35). HWLZX is a more actively managed with annual turnover of: 40.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than HWLZX: FWMMX (250) vs HWLZX (1000000). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. HWLZX (-0.94). HWLZX return over 5 years is better than : 54.87 vs. FWMMX (51.20).
| FWMMX | HWLZX | FWMMX / HWLZX | |
| Total Expense Ratio | 0.35 | 0.85 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 0.85 | 41% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 11.450 | 13.046 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 357M | 58,543% |
| Annual Yield % from dividends | 1.38 | 1.50 | 92% |
| Returns for 1 year | 5.26 | -0.94 | -562% |
| Returns for 3 years | 33.78 | 9.91 | 341% |
| Returns for 5 years | 51.20 | 54.87 | 93% |
| Returns for 10 years | N/A | N/A | - |
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