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FWMMX vs OIRDX
FWMMX vs OIRDX Comparison
Open Charts FWMMX vs OIRDX
American Funds Washington Mutual 529-F-2
Price$66.26
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets204.51B
Invesco Rising Dividends R6
Price$28.82
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
FWMMX vs OIRDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. OIRDX (3.35B). FWMMX pays higher dividends than OIRDX: FWMMX (1.40) vs OIRDX (1.05). FWMMX was incepted earlier than OIRDX: FWMMX (5 years) vs OIRDX (14 years). OIRDX (0.65) is less costly to investors than FWMMX (0.35). OIRDX is a more actively managed with annual turnover of: 31.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than OIRDX: FWMMX (250) vs OIRDX (1000000). FWMMX annual gain was more profitable for investors over the last year : 9.83 vs. OIRDX (7.15).
| FWMMX | OIRDX | FWMMX / OIRDX | |
| Total Expense Ratio | 0.35 | 0.65 | 54% |
| Annual Report Gross Expense Ratio | 0.35 | 0.65 | 54% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 8.451 | 12.192 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 3.35B | 6,119% |
| Annual Yield % from dividends | 1.40 | 1.05 | 133% |
| Returns for 1 year | 9.83 | 7.15 | 137% |
| Returns for 3 years | 32.25 | 27.38 | 118% |
| Returns for 5 years | N/A | 37.36 | - |
| Returns for 10 years | N/A | 68.23 | - |
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