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FWMMX vs LBWIX
FWMMX vs LBWIX Comparison
Open Charts FWMMX vs LBWIX
American Funds Washington Mutual 529-F-2
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
BrandywineGLOBAL Div US Large Value I
Price$21.03
Change-$2.40 (-10.24%)
VolumeN/A
Net Assets87.36M
FWMMX vs LBWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LBWIX (87.4M). LBWIX pays higher dividends than FWMMX: LBWIX (1.51) vs FWMMX (1.35). FWMMX was incepted earlier than LBWIX: FWMMX (5 years) vs LBWIX (15 years). LBWIX (0.88) is less costly to investors than FWMMX (0.35). LBWIX is a more actively managed with annual turnover of: 57.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than LBWIX: FWMMX (250) vs LBWIX (1000000). FWMMX annual gain was more profitable for investors over the last year : 7.55 vs. LBWIX (3.48). FWMMX return over 5 years is better than : 50.87 vs. LBWIX (37.91).
| FWMMX | LBWIX | FWMMX / LBWIX | |
| Total Expense Ratio | 0.35 | 0.80 | 44% |
| Annual Report Gross Expense Ratio | 0.35 | 0.88 | 40% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.766 | 16.975 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 87.4M | 239,130% |
| Annual Yield % from dividends | 1.35 | 1.51 | 89% |
| Returns for 1 year | 7.55 | 3.48 | 217% |
| Returns for 3 years | 34.37 | 20.25 | 170% |
| Returns for 5 years | 50.87 | 37.91 | 134% |
| Returns for 10 years | N/A | 52.59 | - |
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