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FWMMX vs LEVOX
FWMMX vs LEVOX Comparison
Open Charts FWMMX vs LEVOX
American Funds Washington Mutual 529-F-2
Price$65.36
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets204.03B
Lazard US Equity Concentrated Open
Price$12.29
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets42M
FWMMX vs LEVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. LEVOX (42M). 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 (1.06) is less costly to investors than FWMMX (0.35). LEVOX is a more actively managed with annual turnover of: 146.00 vs. FWMMX (29.00). 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 : 9.55 vs. LEVOX (-53.57).
| FWMMX | LEVOX | FWMMX / LEVOX | |
| Total Expense Ratio | 0.35 | 1.05 | 33% |
| Annual Report Gross Expense Ratio | 0.35 | 1.06 | 33% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 6.978 | 0.163 | 4,281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 42M | 485,714% |
| Annual Yield % from dividends | 1.44 | 0.24 | 606% |
| Returns for 1 year | 9.55 | -53.57 | -18% |
| Returns for 3 years | 33.89 | -75.49 | -45% |
| Returns for 5 years | N/A | -74.58 | - |
| Returns for 10 years | N/A | -70.87 | - |
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