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FWMMX vs SJVAX
FWMMX vs SJVAX Comparison
Open Charts FWMMX vs SJVAX
American Funds Washington Mutual 529-F-2
Price$65.90
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Steward Large Cap Value A
Price$30.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.99M
FWMMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SJVAX (118M). FWMMX pays higher dividends than SJVAX: FWMMX (1.35) vs SJVAX (1.13). 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 (6.11) and SJVAX (5.95) have marching annual gain over last year.
| 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 | 8.247 | 7.679 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 118M | 177,119% |
| Annual Yield % from dividends | 1.35 | 1.13 | 120% |
| Returns for 1 year | 6.11 | 5.95 | 103% |
| Returns for 3 years | 32.88 | 37.00 | 89% |
| Returns for 5 years | 45.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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