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$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
ClearBridge Dividend Strategy 1
Price$30.33
Change-$1.57 (-4.92%)
VolumeN/A
Net Assets9.13B
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: 208B vs. LCBOX (9.13B). LCBOX (1.42) and FWMMX (1.41) have matching dividends . FWMMX was incepted earlier than LCBOX: FWMMX (5 years) vs LCBOX (15 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 : 5.47 vs. LCBOX (1.32). FWMMX return over 5 years is better than : 40.53 vs. LCBOX (20.92).
| 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 | 15 years | - |
| Gain YTD | 1.503 | 3.763 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.13B | 2,279% |
| Annual Yield % from dividends | 1.41 | 1.42 | 100% |
| Returns for 1 year | 5.47 | 1.32 | 415% |
| Returns for 3 years | 30.37 | 15.89 | 191% |
| Returns for 5 years | 40.53 | 20.92 | 194% |
| Returns for 10 years | N/A | 84.20 | - |
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 % |
| GGIDX | 13.54 | 0.18 | +1.35% |
| Goldman Sachs Global Infras Instl | |||
| MGOCX | 32.05 | 0.01 | +0.03% |
| NYLI WMC Enduring Capital Class C | |||
| ASVNX | 8.34 | N/A | N/A |
| American Century Small Cap Value C | |||
| DNSMX | 29.26 | N/A | N/A |
| Driehaus Small Cap Growth Institutional | |||
| RAEBX | 43.59 | -0.86 | -1.93% |
| American Funds AMCAP R2E | |||