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FWMMX vs SJVAX
FWMMX vs SJVAX Comparison
Open Charts FWMMX vs SJVAX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Steward Large Cap Value A
Price$31.06
Change-$0.35 (-1.11%)
VolumeN/A
Net Assets109.8M
FWMMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SJVAX (110M). FWMMX pays higher dividends than SJVAX: FWMMX (1.38) vs SJVAX (1.16). FWMMX was incepted earlier than SJVAX: FWMMX (5 years) vs SJVAX (4 years). SJVAX (1.27) is less costly to investors than FWMMX (0.35). SJVAX is a more actively managed with annual turnover of: 133.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than SJVAX: FWMMX (250) vs SJVAX (1000). FWMMX annual gain was more profitable for investors over the last year : 3.92 vs. SJVAX (-0.25).
| FWMMX | SJVAX | FWMMX / SJVAX | |
| Total Expense Ratio | 0.35 | 1.00 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.27 | 28% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 9.873 | 9.908 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 110M | 190,000% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | 3.92 | -0.25 | -1,550% |
| Returns for 3 years | 32.75 | 39.01 | 84% |
| Returns for 5 years | 49.06 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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