Interact to see
Advertisement
Advertisement
FWMMX vs OCLVX
FWMMX vs OCLVX Comparison
Open Charts FWMMX vs OCLVX
American Funds Washington Mutual 529-F-2
Price$65.90
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Optimum Large Cap Value C
Price$19.78
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.98B
FWMMX vs OCLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. OCLVX (1.98B). 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). OCLVX (6.17) and FWMMX (6.11) have marching annual gain over last year. FWMMX return over 5 years is better than : 45.16 vs. OCLVX (14.43).
| 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 | 8.247 | 7.617 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.98B | 10,545% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.11 | 6.17 | 99% |
| Returns for 3 years | 32.88 | 7.50 | 438% |
| Returns for 5 years | 45.16 | 14.43 | 313% |
| Returns for 10 years | N/A | 32.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers