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FWMMX vs JRSDX
FWMMX vs JRSDX Comparison
Open Charts FWMMX vs JRSDX
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.51B
JH Adaptive Risk Mgd U.S. Eq D
Price$12.56
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets618.63M
FWMMX vs JRSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. JRSDX (619M). FWMMX pays higher dividends than JRSDX: FWMMX (1.40) vs JRSDX (1.09). FWMMX was incepted earlier than JRSDX: FWMMX (5 years) vs JRSDX (11 years). JRSDX (0.70) is less costly to investors than FWMMX (0.35). JRSDX is a more actively managed with annual turnover of: 250.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than JRSDX: FWMMX (250) vs JRSDX (2500). JRSDX annual gain was more profitable for investors over the last year : 12.37 vs. FWMMX (7.92).
| FWMMX | JRSDX | FWMMX / JRSDX | |
| Total Expense Ratio | 0.35 | 0.70 | 50% |
| Annual Report Gross Expense Ratio | 0.35 | 0.70 | 50% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.189 | 8.218 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 619M | 33,118% |
| Annual Yield % from dividends | 1.40 | 1.09 | 129% |
| Returns for 1 year | 7.92 | 12.37 | 64% |
| Returns for 3 years | 36.44 | 46.04 | 79% |
| Returns for 5 years | N/A | 9.49 | - |
| Returns for 10 years | N/A | 63.13 | - |
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