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FWMMX vs LVAEX
FWMMX vs LVAEX Comparison
Open Charts FWMMX vs LVAEX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
LSV Value Equity Investor
Price$29.05
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets1.21B
FWMMX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. LVAEX (1.21B). LVAEX pays higher dividends than FWMMX: LVAEX (1.57) vs FWMMX (1.38). FWMMX was incepted earlier than LVAEX: FWMMX (5 years) vs LVAEX (11 years). LVAEX (0.92) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). FWMMX has a lower initial minimum investment than LVAEX: FWMMX (250) vs LVAEX (1000). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. LVAEX (1.05).
| FWMMX | LVAEX | FWMMX / LVAEX | |
| Total Expense Ratio | 0.35 | 0.92 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 0.92 | 38% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.725 | 11.345 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 1.21B | 17,051% |
| Annual Yield % from dividends | 1.38 | 1.57 | 88% |
| Returns for 1 year | 4.08 | 1.05 | 390% |
| Returns for 3 years | 42.85 | 22.14 | 194% |
| Returns for 5 years | N/A | 36.00 | - |
| Returns for 10 years | N/A | 50.20 | - |
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