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FWMMX vs OIEPX
FWMMX vs OIEPX Comparison
Open Charts FWMMX vs OIEPX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
JPMorgan Equity Income R3
Price$25.75
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets43.88B
FWMMX vs OIEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. OIEPX (43.9B). FWMMX (1.38) and OIEPX (1.38) have matching dividends . FWMMX was incepted earlier than OIEPX: FWMMX (5 years) vs OIEPX (9 years). OIEPX (0.95) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. OIEPX (20.00). OIEPX has a lower initial minimum investment than FWMMX: OIEPX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. OIEPX (0.55). FWMMX return over 5 years is better than : 51.20 vs. OIEPX (48.57).
| FWMMX | OIEPX | FWMMX / OIEPX | |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Annual Report Gross Expense Ratio | 0.35 | 0.95 | 37% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 11.450 | 12.731 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 43.9B | 476% |
| Annual Yield % from dividends | 1.38 | 1.38 | 100% |
| Returns for 1 year | 5.26 | 0.55 | 965% |
| Returns for 3 years | 33.78 | 19.45 | 174% |
| Returns for 5 years | 51.20 | 48.57 | 105% |
| Returns for 10 years | N/A | N/A | - |
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