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FWMMX vs LVAEX
FWMMX vs LVAEX Comparison
Open Charts FWMMX vs LVAEX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
LSV Value Equity Investor
Price$29.57
Change-$0.30 (-1.00%)
VolumeN/A
Net Assets1.15B
FWMMX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LVAEX (1.15B). LVAEX pays higher dividends than FWMMX: LVAEX (1.58) 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 : 5.26 vs. LVAEX (2.39). FWMMX return over 5 years is better than : 51.20 vs. LVAEX (32.33).
| 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 | 11.450 | 14.488 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.15B | 18,206% |
| Annual Yield % from dividends | 1.38 | 1.58 | 88% |
| Returns for 1 year | 5.26 | 2.39 | 220% |
| Returns for 3 years | 33.78 | 13.30 | 254% |
| Returns for 5 years | 51.20 | 32.33 | 158% |
| Returns for 10 years | N/A | 56.45 | - |
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