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FWMMX vs LVAEX
FWMMX vs LVAEX Comparison
Open Charts FWMMX vs LVAEX
American Funds Washington Mutual 529-F-2
Price$66.87
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
LSV Value Equity Investor
Price$26.43
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets1.11B
FWMMX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. LVAEX (1.11B). LVAEX pays higher dividends than FWMMX: LVAEX (1.62) vs FWMMX (1.44). FWMMX was incepted earlier than LVAEX: FWMMX (5 years) vs LVAEX (12 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 : 9.06 vs. LVAEX (0.66). FWMMX return over 5 years is better than : 43.61 vs. LVAEX (7.77).
| 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 | 12 years | - |
| Gain YTD | 2.577 | 2.961 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.11B | 18,807% |
| Annual Yield % from dividends | 1.44 | 1.62 | 89% |
| Returns for 1 year | 9.06 | 0.66 | 1,367% |
| Returns for 3 years | 32.17 | 11.47 | 280% |
| Returns for 5 years | 43.61 | 7.77 | 561% |
| Returns for 10 years | N/A | 53.84 | - |
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