Interact to see
Advertisement
Advertisement
FWMMX vs LCBDX
FWMMX vs LCBDX Comparison
Open Charts FWMMX vs LCBDX
American Funds Washington Mutual 529-F-2
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
ClearBridge Tactical Dividend Income IS
Price$25.57
Change-$0.22 (-0.85%)
VolumeN/A
Net Assets359.37M
FWMMX vs LCBDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LCBDX (359M). LCBDX pays higher dividends than FWMMX: LCBDX (3.33) vs FWMMX (1.35). FWMMX was incepted earlier than LCBDX: FWMMX (5 years) vs LCBDX (13 years). LCBDX (1.07) is less costly to investors than FWMMX (0.35). LCBDX is a more actively managed with annual turnover of: 59.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than LCBDX: FWMMX (250) vs LCBDX (1000000). FWMMX annual gain was more profitable for investors over the last year : 7.55 vs. LCBDX (3.18). LCBDX return over 5 years is better than : 74.39 vs. FWMMX (50.87).
| FWMMX | LCBDX | FWMMX / LCBDX | |
| Total Expense Ratio | 0.35 | 1.07 | 33% |
| Annual Report Gross Expense Ratio | 0.35 | 1.07 | 33% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 13.766 | 5.629 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 359M | 58,217% |
| Annual Yield % from dividends | 1.35 | 3.33 | 41% |
| Returns for 1 year | 7.55 | 3.18 | 237% |
| Returns for 3 years | 34.37 | 48.49 | 71% |
| Returns for 5 years | 50.87 | 74.39 | 68% |
| Returns for 10 years | N/A | 146.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement