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FWMMX vs LEVIX
FWMMX vs LEVIX Comparison
Open Charts FWMMX vs LEVIX
American Funds Washington Mutual 529-F-2
Price$64.59
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
Lazard US Equity Concentrated Instl
Price$11.50
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets41.84M
FWMMX vs LEVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 202B vs. LEVIX (41.8M). FWMMX pays higher dividends than LEVIX: FWMMX (1.44) vs LEVIX (0.49). FWMMX was incepted earlier than LEVIX: FWMMX (5 years) vs LEVIX (20 years). LEVIX (0.88) is less costly to investors than FWMMX (0.35). LEVIX is a more actively managed with annual turnover of: 146.00 vs. FWMMX (31.00). FWMMX has a lower initial minimum investment than LEVIX: FWMMX (250) vs LEVIX (10000). FWMMX annual gain was more profitable for investors over the last year : 7.83 vs. LEVIX (-56.81).
| FWMMX | LEVIX | FWMMX / LEVIX | |
| Total Expense Ratio | 0.35 | 0.85 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 0.88 | 40% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 5.717 | -1.961 | -292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 41.8M | 483,254% |
| Annual Yield % from dividends | 1.44 | 0.49 | 296% |
| Returns for 1 year | 7.83 | -56.81 | -14% |
| Returns for 3 years | 33.74 | -76.03 | -44% |
| Returns for 5 years | N/A | -75.43 | - |
| Returns for 10 years | N/A | -72.19 | - |
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