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FWMMX vs OALVX
FWMMX vs OALVX Comparison
Open Charts FWMMX vs OALVX
American Funds Washington Mutual 529-F-2
Price$66.44
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
Optimum Large Cap Value A
Price$20.55
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.8B
FWMMX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. OALVX (1.8B). FWMMX pays higher dividends than OALVX: FWMMX (1.41) vs OALVX (0.75). FWMMX was incepted earlier than OALVX: FWMMX (5 years) vs OALVX (23 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). OALVX annual gain was more profitable for investors over the last year : 8.16 vs. FWMMX (5.50). FWMMX return over 5 years is better than : 40.99 vs. OALVX (17.77).
| 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 | 23 years | - |
| Gain YTD | 1.917 | 4.633 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.8B | 11,530% |
| Annual Yield % from dividends | 1.41 | 0.75 | 188% |
| Returns for 1 year | 5.50 | 8.16 | 67% |
| Returns for 3 years | 30.90 | 10.33 | 299% |
| Returns for 5 years | 40.99 | 17.77 | 231% |
| Returns for 10 years | N/A | 65.06 | - |
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