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FWMMX vs OALVX
FWMMX vs OALVX Comparison
Open Charts FWMMX vs OALVX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Optimum Large Cap Value A
Price$20.48
Change-$0.22 (-1.06%)
VolumeN/A
Net Assets1.92B
FWMMX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. OALVX (1.92B). FWMMX pays higher dividends than OALVX: FWMMX (1.38) vs OALVX (0.76). 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 : 3.92 vs. OALVX (-0.32). FWMMX return over 5 years is better than : 49.06 vs. OALVX (24.30).
| 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 | 9.873 | 11.063 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.92B | 10,874% |
| Annual Yield % from dividends | 1.38 | 0.76 | 182% |
| Returns for 1 year | 3.92 | -0.32 | -1,241% |
| Returns for 3 years | 32.75 | 6.80 | 482% |
| Returns for 5 years | 49.06 | 24.30 | 202% |
| Returns for 10 years | N/A | 44.06 | - |
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