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FWMMX vs LEVOX
FWMMX vs LEVOX Comparison
Open Charts FWMMX vs LEVOX
American Funds Washington Mutual 529-F-2
Price$64.59
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
Lazard US Equity Concentrated Open
Price$12.02
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets41.84M
FWMMX vs LEVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 202B vs. LEVOX (41.8M). FWMMX pays higher dividends than LEVOX: FWMMX (1.44) vs LEVOX (0.24). 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 : 7.83 vs. LEVOX (-55.74).
| 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 | 5.717 | -2.037 | -281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 41.8M | 483,254% |
| Annual Yield % from dividends | 1.44 | 0.24 | 606% |
| Returns for 1 year | 7.83 | -55.74 | -14% |
| Returns for 3 years | 33.74 | -75.22 | -45% |
| Returns for 5 years | N/A | -74.59 | - |
| Returns for 10 years | N/A | -71.22 | - |
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