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FWMMX vs OCLVX
FWMMX vs OCLVX Comparison
Open Charts FWMMX vs OCLVX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Optimum Large Cap Value C
Price$20.63
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets1.95B
FWMMX vs OCLVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. OCLVX (1.95B). FWMMX pays higher dividends than OCLVX: FWMMX (1.35) vs OCLVX (0.00). FWMMX was incepted earlier than OCLVX: FWMMX (5 years) vs OCLVX (22 years). OCLVX (1.92) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). FWMMX has a lower initial minimum investment than OCLVX: FWMMX (250) vs OCLVX (1000). FWMMX annual gain was more profitable for investors over the last year : 4.71 vs. OCLVX (-0.82). FWMMX return over 5 years is better than : 48.37 vs. OCLVX (17.97).
| FWMMX | OCLVX | FWMMX / OCLVX | |
| Total Expense Ratio | 0.35 | 1.92 | 18% |
| Annual Report Gross Expense Ratio | 0.35 | 1.92 | 18% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 11.811 | 11.262 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.95B | 10,718% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 4.71 | -0.82 | -571% |
| Returns for 3 years | 30.67 | 2.15 | 1,428% |
| Returns for 5 years | 48.37 | 17.97 | 269% |
| Returns for 10 years | N/A | 33.71 | - |
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