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FWMMX vs NBHAX
FWMMX vs NBHAX Comparison
Open Charts FWMMX vs NBHAX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Neuberger Equity Income A
Price$16.38
Change+$1.24 (+8.19%)
VolumeN/A
Net Assets1.03B
FWMMX vs NBHAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. NBHAX (1.03B). NBHAX pays higher dividends than FWMMX: NBHAX (1.52) vs FWMMX (1.41). FWMMX was incepted earlier than NBHAX: FWMMX (5 years) vs NBHAX (18 years). NBHAX (1.09) is less costly to investors than FWMMX (0.35). NBHAX is a more actively managed with annual turnover of: 31.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than NBHAX: FWMMX (250) vs NBHAX (1000). NBHAX annual gain was more profitable for investors over the last year : 20.30 vs. FWMMX (5.47). FWMMX return over 5 years is better than : 40.53 vs. NBHAX (29.92).
| FWMMX | NBHAX | FWMMX / NBHAX | |
| Total Expense Ratio | 0.35 | 1.09 | 32% |
| Annual Report Gross Expense Ratio | 0.35 | 1.09 | 32% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 1.503 | 6.226 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.03B | 20,194% |
| Annual Yield % from dividends | 1.41 | 1.52 | 93% |
| Returns for 1 year | 5.47 | 20.30 | 27% |
| Returns for 3 years | 30.37 | 32.45 | 94% |
| Returns for 5 years | 40.53 | 29.92 | 135% |
| Returns for 10 years | N/A | 73.98 | - |
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