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FWMMX vs LVOLX
FWMMX vs LVOLX Comparison
Open Charts FWMMX vs LVOLX
American Funds Washington Mutual 529-F-2
Price$66.26
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets204.51B
SGI US Large Cap Equity A
Price$18.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets225.97M
FWMMX vs LVOLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. LVOLX (226M). FWMMX pays higher dividends than LVOLX: FWMMX (1.40) vs LVOLX (0.17). FWMMX was incepted earlier than LVOLX: FWMMX (5 years) vs LVOLX (10 years). LVOLX (1.22) is less costly to investors than FWMMX (0.35). LVOLX is a more actively managed with annual turnover of: 194.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than LVOLX: FWMMX (250) vs LVOLX (1000). FWMMX annual gain was more profitable for investors over the last year : 9.83 vs. LVOLX (-12.55).
| FWMMX | LVOLX | FWMMX / LVOLX | |
| Total Expense Ratio | 0.35 | 1.23 | 28% |
| Annual Report Gross Expense Ratio | 0.35 | 1.22 | 29% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.451 | 4.082 | 207% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 226M | 90,708% |
| Annual Yield % from dividends | 1.40 | 0.17 | 839% |
| Returns for 1 year | 9.83 | -12.55 | -78% |
| Returns for 3 years | 32.25 | 0.82 | 3,911% |
| Returns for 5 years | N/A | -2.01 | - |
| Returns for 10 years | N/A | N/A | - |
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