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FWMMX vs LSVMX
FWMMX vs LSVMX Comparison
Open Charts FWMMX vs LSVMX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
LSV US Managed Volatility Institutional
Price$11.31
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets24.04M
FWMMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. LSVMX (24M). LSVMX pays higher dividends than FWMMX: LSVMX (2.85) vs FWMMX (1.38). FWMMX was incepted earlier than LSVMX: FWMMX (5 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). FWMMX has a lower initial minimum investment than LSVMX: FWMMX (250) vs LSVMX (100000). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. LSVMX (-4.75).
| FWMMX | LSVMX | FWMMX / LSVMX | |
| Total Expense Ratio | 0.35 | 0.55 | 64% |
| Annual Report Gross Expense Ratio | 0.35 | 0.78 | 45% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.725 | 11.980 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 24M | 858,333% |
| Annual Yield % from dividends | 1.38 | 2.85 | 49% |
| Returns for 1 year | 4.08 | -4.75 | -86% |
| Returns for 3 years | 42.85 | 4.26 | 1,005% |
| Returns for 5 years | N/A | 13.36 | - |
| Returns for 10 years | N/A | 34.01 | - |
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