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FWMMX vs OALVX
FWMMX vs OALVX Comparison
Open Charts FWMMX vs OALVX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
Optimum Large Cap Value A
Price$20.25
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets1.91B
FWMMX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. OALVX (1.91B). FWMMX pays higher dividends than OALVX: FWMMX (1.38) vs OALVX (0.75). 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 annual gain was more profitable for investors over the last year : 4.08 vs. OALVX (-0.96).
| 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 | 9.725 | 9.816 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 1.91B | 10,797% |
| Annual Yield % from dividends | 1.38 | 0.75 | 184% |
| Returns for 1 year | 4.08 | -0.96 | -426% |
| Returns for 3 years | 42.85 | 14.36 | 298% |
| Returns for 5 years | N/A | 28.62 | - |
| Returns for 10 years | N/A | 44.19 | - |
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