Interact to see
Advertisement
Advertisement
FWMMX vs LCBOX
FWMMX vs LCBOX Comparison
Open Charts FWMMX vs LCBOX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
ClearBridge Dividend Strategy 1
Price$31.89
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
FWMMX vs LCBOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. LCBOX (8.94B). FWMMX (1.38) and LCBOX (1.35) have matching dividends . FWMMX was incepted earlier than LCBOX: FWMMX (5 years) vs LCBOX (14 years). LCBOX (0.72) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than FWMMX: LCBOX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. LCBOX (-0.53).
| FWMMX | LCBOX | FWMMX / LCBOX | |
| Total Expense Ratio | 0.35 | 0.72 | 49% |
| Annual Report Gross Expense Ratio | 0.35 | 0.72 | 49% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.725 | 8.744 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 8.94B | 2,316% |
| Annual Yield % from dividends | 1.38 | 1.35 | 102% |
| Returns for 1 year | 4.08 | -0.53 | -773% |
| Returns for 3 years | 42.85 | 30.59 | 140% |
| Returns for 5 years | N/A | 36.38 | - |
| Returns for 10 years | N/A | 86.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FRAAX | 61.03 | 0.13 | +0.21% |
| Franklin Growth Opportunities Adv | |||
| FFAFX | 87.71 | 0.18 | +0.21% |
| American Funds Growth Fund of Amer 529F3 | |||
| MSOOX | 18.55 | 0.03 | +0.16% |
| MassMutual Small Cap Opps I | |||
| BDHIX | 8.92 | 0.01 | +0.11% |
| BlackRock Dynamic High Income Instl | |||
| PRRCX | 12.45 | -0.03 | -0.24% |
| Victory Pioneer Equ Premium Income C | |||