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FWMMX vs PNEAX
FWMMX vs PNEAX Comparison
Open Charts FWMMX vs PNEAX
American Funds Washington Mutual 529-F-2
Price$66.44
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
Virtus NFJ Dividend Value A
Price$10.63
Change+$0.14 (+1.33%)
VolumeN/A
Net Assets502.55M
FWMMX vs PNEAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. PNEAX (503M). PNEAX pays higher dividends than FWMMX: PNEAX (1.97) vs FWMMX (1.41). FWMMX was incepted earlier than PNEAX: FWMMX (5 years) vs PNEAX (24 years). PNEAX (1.03) is less costly to investors than FWMMX (0.35). PNEAX is a more actively managed with annual turnover of: 36.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than PNEAX: FWMMX (250) vs PNEAX (2500). FWMMX annual gain was more profitable for investors over the last year : 5.50 vs. PNEAX (1.58). FWMMX return over 5 years is better than : 40.99 vs. PNEAX (2.84).
| FWMMX | PNEAX | FWMMX / PNEAX | |
| Total Expense Ratio | 0.35 | 1.03 | 34% |
| Annual Report Gross Expense Ratio | 0.35 | 1.03 | 34% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.917 | 6.834 | 28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 503M | 41,352% |
| Annual Yield % from dividends | 1.41 | 1.97 | 72% |
| Returns for 1 year | 5.50 | 1.58 | 349% |
| Returns for 3 years | 30.90 | 5.77 | 535% |
| Returns for 5 years | 40.99 | 2.84 | 1,443% |
| Returns for 10 years | N/A | -12.98 | - |
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