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FWMMX vs LBRIX
FWMMX vs LBRIX Comparison
Open Charts FWMMX vs LBRIX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
ClearBridge Dividend Strategy FI
Price$31.70
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.88B
FWMMX vs LBRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. LBRIX (8.88B). FWMMX pays higher dividends than LBRIX: FWMMX (1.38) vs LBRIX (1.01). FWMMX was incepted earlier than LBRIX: FWMMX (5 years) vs LBRIX (12 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 : 4.08 vs. LBRIX (-0.98).
| 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 | 12 years | - |
| Gain YTD | 9.725 | 8.386 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 8.88B | 2,319% |
| Annual Yield % from dividends | 1.38 | 1.01 | 137% |
| Returns for 1 year | 4.08 | -0.98 | -416% |
| Returns for 3 years | 42.85 | 28.97 | 148% |
| Returns for 5 years | N/A | 34.12 | - |
| Returns for 10 years | N/A | 82.40 | - |
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