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FWMMX vs LMPIX
FWMMX vs LMPIX Comparison
Open Charts FWMMX vs LMPIX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
ClearBridge Appreciation FI
Price$39.36
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets9.57B
FWMMX vs LMPIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. LMPIX (9.57B). FWMMX pays higher dividends than LMPIX: FWMMX (1.40) vs LMPIX (0.35). FWMMX was incepted earlier than LMPIX: FWMMX (5 years) vs LMPIX (17 years). LMPIX (1.00) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LMPIX (17.00). LMPIX has a lower initial minimum investment than FWMMX: LMPIX (0) vs FWMMX (250). LMPIX annual gain was more profitable for investors over the last year : 6.17 vs. FWMMX (5.65).
| FWMMX | LMPIX | FWMMX / LMPIX | |
| Total Expense Ratio | 0.35 | 1.00 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.00 | 35% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.725 | 12.201 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 9.57B | 2,153% |
| Annual Yield % from dividends | 1.40 | 0.35 | 404% |
| Returns for 1 year | 5.65 | 6.17 | 92% |
| Returns for 3 years | 47.39 | 47.35 | 100% |
| Returns for 5 years | N/A | 50.81 | - |
| Returns for 10 years | N/A | 115.56 | - |