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FWMMX vs LBRIX
FWMMX vs LBRIX Comparison
Open Charts FWMMX vs LBRIX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
ClearBridge Dividend Strategy FI
Price$30.13
Change-$1.58 (-4.98%)
VolumeN/A
Net Assets9.13B
FWMMX vs LBRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. LBRIX (9.13B). FWMMX pays higher dividends than LBRIX: FWMMX (1.41) vs LBRIX (1.15). FWMMX was incepted earlier than LBRIX: FWMMX (5 years) vs LBRIX (13 years). LBRIX (1.27) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than FWMMX: LBRIX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 5.47 vs. LBRIX (0.92). FWMMX return over 5 years is better than : 40.53 vs. LBRIX (18.83).
| FWMMX | LBRIX | FWMMX / LBRIX | |
| Total Expense Ratio | 0.35 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.27 | 28% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 1.503 | 3.753 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.13B | 2,279% |
| Annual Yield % from dividends | 1.41 | 1.15 | 123% |
| Returns for 1 year | 5.47 | 0.92 | 597% |
| Returns for 3 years | 30.37 | 14.42 | 211% |
| Returns for 5 years | 40.53 | 18.83 | 215% |
| Returns for 10 years | N/A | 79.98 | - |
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