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FWMMX vs JHERX
FWMMX vs JHERX Comparison
Open Charts FWMMX vs JHERX
American Funds Washington Mutual 529-F-2
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
JHancock Equity Income C
Price$20.93
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets588.76M
FWMMX vs JHERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. JHERX (589M). FWMMX pays higher dividends than JHERX: FWMMX (1.35) vs JHERX (0.74). FWMMX was incepted earlier than JHERX: FWMMX (5 years) vs JHERX (11 years). JHERX (1.84) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. JHERX (27.00). FWMMX has a lower initial minimum investment than JHERX: FWMMX (250) vs JHERX (1000). FWMMX annual gain was more profitable for investors over the last year : 7.55 vs. JHERX (-0.30). FWMMX return over 5 years is better than : 50.87 vs. JHERX (15.33).
| FWMMX | JHERX | FWMMX / JHERX | |
| Total Expense Ratio | 0.35 | 1.83 | 19% |
| Annual Report Gross Expense Ratio | 0.35 | 1.84 | 19% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 13.766 | 12.501 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 589M | 35,484% |
| Annual Yield % from dividends | 1.35 | 0.74 | 183% |
| Returns for 1 year | 7.55 | -0.30 | -2,522% |
| Returns for 3 years | 34.37 | 3.31 | 1,038% |
| Returns for 5 years | 50.87 | 15.33 | 332% |
| Returns for 10 years | N/A | 22.14 | - |
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