Interact to see
Advertisement
Advertisement
FWMMX vs MDVZX
FWMMX vs MDVZX Comparison
Open Charts FWMMX vs MDVZX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Manning & Napier Disciplined Value Z
Price$8.96
Change-$0.06 (-0.67%)
VolumeN/A
Net Assets147.32M
FWMMX vs MDVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MDVZX (147M). MDVZX pays higher dividends than FWMMX: MDVZX (2.00) vs FWMMX (1.38). FWMMX was incepted earlier than MDVZX: FWMMX (5 years) vs MDVZX (7 years). MDVZX (0.45) is less costly to investors than FWMMX (0.35). MDVZX is a more actively managed with annual turnover of: 58.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than MDVZX: FWMMX (250) vs MDVZX (1000000). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. MDVZX (-0.64). FWMMX return over 5 years is better than : 51.20 vs. MDVZX (27.75).
| FWMMX | MDVZX | FWMMX / MDVZX | |
| Total Expense Ratio | 0.35 | 0.45 | 78% |
| Annual Report Gross Expense Ratio | 0.35 | 0.45 | 78% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 11.450 | 12.541 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 147M | 142,177% |
| Annual Yield % from dividends | 1.38 | 2.00 | 69% |
| Returns for 1 year | 5.26 | -0.64 | -816% |
| Returns for 3 years | 33.78 | 8.68 | 389% |
| Returns for 5 years | 51.20 | 27.75 | 185% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers