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FWMMX vs SHAPX
FWMMX vs SHAPX Comparison
Open Charts FWMMX vs SHAPX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
ClearBridge Appreciation A
Price$35.37
Change-$3.97 (-10.09%)
VolumeN/A
Net Assets9.58B
FWMMX vs SHAPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. SHAPX (9.58B). FWMMX pays higher dividends than SHAPX: FWMMX (1.41) vs SHAPX (0.29). FWMMX was incepted earlier than SHAPX: FWMMX (5 years) vs SHAPX (56 years). SHAPX (0.91) is less costly to investors than FWMMX (0.35). FWMMX (29.00) and SHAPX (28.00) have comparable annual turnover. FWMMX has a lower initial minimum investment than SHAPX: FWMMX (250) vs SHAPX (1000). FWMMX annual gain was more profitable for investors over the last year : 5.47 vs. SHAPX (-0.21). FWMMX return over 5 years is better than : 40.53 vs. SHAPX (23.83).
| FWMMX | SHAPX | FWMMX / SHAPX | |
| Total Expense Ratio | 0.35 | 0.91 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 0.91 | 38% |
| Fund Existence | 5 years | 56 years | - |
| Gain YTD | 1.503 | 1.755 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.58B | 2,172% |
| Annual Yield % from dividends | 1.41 | 0.29 | 489% |
| Returns for 1 year | 5.47 | -0.21 | -2,561% |
| Returns for 3 years | 30.37 | 28.66 | 106% |
| Returns for 5 years | 40.53 | 23.83 | 170% |
| Returns for 10 years | N/A | 102.62 | - |
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