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FWMMX vs LMPIX
FWMMX vs LMPIX Comparison
Open Charts FWMMX vs LMPIX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
ClearBridge Appreciation FI
Price$35.87
Change-$3.89 (-9.78%)
VolumeN/A
Net Assets9.63B
FWMMX vs LMPIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. LMPIX (9.63B). FWMMX pays higher dividends than LMPIX: FWMMX (1.41) vs LMPIX (0.09). 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 (29.00) and LMPIX (28.00) have comparable annual turnover. LMPIX has a lower initial minimum investment than FWMMX: LMPIX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 5.47 vs. LMPIX (-0.16). FWMMX return over 5 years is better than : 40.53 vs. LMPIX (23.88).
| 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 | 1.503 | 1.730 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.63B | 2,160% |
| Annual Yield % from dividends | 1.41 | 0.09 | 1,613% |
| Returns for 1 year | 5.47 | -0.16 | -3,391% |
| Returns for 3 years | 30.37 | 28.60 | 106% |
| Returns for 5 years | 40.53 | 23.88 | 170% |
| Returns for 10 years | N/A | 100.51 | - |
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