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FWMMX vs JLVMX
FWMMX vs JLVMX Comparison
Open Charts FWMMX vs JLVMX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
JPMorgan Large Cap Value R6
Price$22.34
Change+$0.59 (+2.71%)
VolumeN/A
Net Assets5.55B
FWMMX vs JLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. JLVMX (5.55B). FWMMX (1.41) and JLVMX (1.39) have matching dividends . FWMMX was incepted earlier than JLVMX: FWMMX (5 years) vs JLVMX (15 years). JLVMX (0.49) is less costly to investors than FWMMX (0.35). JLVMX is a more actively managed with annual turnover of: 185.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than JLVMX: FWMMX (250) vs JLVMX (15000000). JLVMX annual gain was more profitable for investors over the last year : 10.71 vs. FWMMX (5.47). FWMMX return over 5 years is better than : 40.53 vs. JLVMX (35.09).
| FWMMX | JLVMX | FWMMX / JLVMX | |
| Total Expense Ratio | 0.35 | 0.44 | 80% |
| Annual Report Gross Expense Ratio | 0.35 | 0.49 | 71% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 1.503 | 5.577 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 5.55B | 3,749% |
| Annual Yield % from dividends | 1.41 | 1.39 | 102% |
| Returns for 1 year | 5.47 | 10.71 | 51% |
| Returns for 3 years | 30.37 | 22.79 | 133% |
| Returns for 5 years | 40.53 | 35.09 | 115% |
| Returns for 10 years | N/A | 124.64 | - |
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