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FWMMX vs LCBOX
FWMMX vs LCBOX Comparison
Open Charts FWMMX vs LCBOX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy 1
Price$31.64
Change-$0.37 (-1.16%)
VolumeN/A
Net Assets8.93B
FWMMX vs LCBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LCBOX (8.93B). FWMMX (1.38) and LCBOX (1.37) 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 : 3.92 vs. LCBOX (-1.04). FWMMX return over 5 years is better than : 49.06 vs. LCBOX (32.73).
| 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 | 9.873 | 9.153 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.38 | 1.37 | 100% |
| Returns for 1 year | 3.92 | -1.04 | -378% |
| Returns for 3 years | 32.75 | 20.56 | 159% |
| Returns for 5 years | 49.06 | 32.73 | 150% |
| Returns for 10 years | N/A | 88.79 | - |
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