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FWMMX vs LEVOX
FWMMX vs LEVOX Comparison
Open Charts FWMMX vs LEVOX
American Funds Washington Mutual 529-F-2
Price$61.99
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets196.45B
Lazard US Equity Concentrated Open
Price$11.22
Change-$0.28 (-2.43%)
VolumeN/A
Net Assets41.57M
FWMMX vs LEVOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 196B vs. LEVOX (41.6M). FWMMX pays higher dividends than LEVOX: FWMMX (1.44) vs LEVOX (0.25). FWMMX was incepted earlier than LEVOX: FWMMX (5 years) vs LEVOX (20 years). LEVOX (1.11) is less costly to investors than FWMMX (0.35). LEVOX is a more actively managed with annual turnover of: 146.00 vs. FWMMX (31.00). FWMMX has a lower initial minimum investment than LEVOX: FWMMX (250) vs LEVOX (2500). FWMMX annual gain was more profitable for investors over the last year : 4.63 vs. LEVOX (-57.85).
| FWMMX | LEVOX | FWMMX / LEVOX | |
| Total Expense Ratio | 0.35 | 1.10 | 32% |
| Annual Report Gross Expense Ratio | 0.35 | 1.11 | 32% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 1.462 | -8.557 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 41.6M | 471,154% |
| Annual Yield % from dividends | 1.44 | 0.25 | 586% |
| Returns for 1 year | 4.63 | -57.85 | -8% |
| Returns for 3 years | 26.85 | -76.27 | -35% |
| Returns for 5 years | N/A | -75.82 | - |
| Returns for 10 years | N/A | -73.51 | - |