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FWMMX vs LBRIX
FWMMX vs LBRIX Comparison
Open Charts FWMMX vs LBRIX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy FI
Price$31.44
Change-$0.37 (-1.16%)
VolumeN/A
Net Assets8.93B
FWMMX vs LBRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LBRIX (8.93B). FWMMX pays higher dividends than LBRIX: FWMMX (1.38) vs LBRIX (1.03). 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 : 5.26 vs. LBRIX (-1.46). FWMMX return over 5 years is better than : 51.20 vs. LBRIX (30.53).
| 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 | 11.450 | 8.762 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.38 | 1.03 | 134% |
| Returns for 1 year | 5.26 | -1.46 | -361% |
| Returns for 3 years | 33.78 | 19.04 | 177% |
| Returns for 5 years | 51.20 | 30.53 | 168% |
| Returns for 10 years | N/A | 84.38 | - |
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