Interact to see
Advertisement
Advertisement
FWMMX vs OLVTX
FWMMX vs OLVTX Comparison
Open Charts FWMMX vs OLVTX
American Funds Washington Mutual 529-F-2
Price$65.90
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
JPMorgan Large Cap Value R3
Price$21.23
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.54B
FWMMX vs OLVTX 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. OLVTX (5.54B). FWMMX pays higher dividends than OLVTX: FWMMX (1.35) vs OLVTX (0.89). FWMMX was incepted earlier than OLVTX: FWMMX (5 years) vs OLVTX (7 years). OLVTX (1.00) is less costly to investors than FWMMX (0.35). OLVTX is a more actively managed with annual turnover of: 185.00 vs. FWMMX (29.00). OLVTX has a lower initial minimum investment than FWMMX: OLVTX (0) vs FWMMX (250). OLVTX annual gain was more profitable for investors over the last year : 7.48 vs. FWMMX (6.41). FWMMX return over 5 years is better than : 45.18 vs. OLVTX (35.20).
| FWMMX | OLVTX | FWMMX / OLVTX | |
| Total Expense Ratio | 0.35 | 0.94 | 37% |
| Annual Report Gross Expense Ratio | 0.35 | 1.00 | 35% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 8.263 | 9.233 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 5.54B | 3,773% |
| Annual Yield % from dividends | 1.35 | 0.89 | 151% |
| Returns for 1 year | 6.41 | 7.48 | 86% |
| Returns for 3 years | 32.95 | 23.33 | 141% |
| Returns for 5 years | 45.18 | 35.20 | 128% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement