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FWMMX vs SJVAX
FWMMX vs SJVAX Comparison
Open Charts FWMMX vs SJVAX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Steward Large Cap Value A
Price$30.95
Change+$0.40 (+1.31%)
VolumeN/A
Net Assets129.46M
FWMMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. SJVAX (129M). FWMMX pays higher dividends than SJVAX: FWMMX (1.41) vs SJVAX (0.77). 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). SJVAX annual gain was more profitable for investors over the last year : 7.69 vs. FWMMX (5.47).
| 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 | 1.503 | 3.737 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 129M | 161,240% |
| Annual Yield % from dividends | 1.41 | 0.77 | 183% |
| Returns for 1 year | 5.47 | 7.69 | 71% |
| Returns for 3 years | 30.37 | 34.91 | 87% |
| Returns for 5 years | 40.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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