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FWMMX vs OALVX
FWMMX vs OALVX Comparison
Open Charts FWMMX vs OALVX
American Funds Washington Mutual 529-F-2
Price$66.59
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets208.21B
Optimum Large Cap Value A
Price$20.32
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets2.01B
FWMMX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. OALVX (2.01B). FWMMX pays higher dividends than OALVX: FWMMX (1.44) vs OALVX (0.78). FWMMX was incepted earlier than OALVX: FWMMX (5 years) vs OALVX (22 years). OALVX (1.17) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). FWMMX has a lower initial minimum investment than OALVX: FWMMX (250) vs OALVX (1000). FWMMX (9.97) and OALVX (9.76) have marching annual gain over last year. FWMMX return over 5 years is better than : 43.00 vs. OALVX (16.46).
| FWMMX | OALVX | FWMMX / OALVX | |
| Total Expense Ratio | 0.35 | 1.17 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.17 | 30% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 2.148 | 2.902 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 2.01B | 10,348% |
| Annual Yield % from dividends | 1.44 | 0.78 | 184% |
| Returns for 1 year | 9.97 | 9.76 | 102% |
| Returns for 3 years | 31.62 | 8.28 | 382% |
| Returns for 5 years | 43.00 | 16.46 | 261% |
| Returns for 10 years | N/A | 61.51 | - |
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