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FWMMX vs SJVIX
FWMMX vs SJVIX Comparison
Open Charts FWMMX vs SJVIX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Steward Large Cap Value I
Price$31.04
Change+$0.36 (+1.17%)
VolumeN/A
Net Assets129.46M
FWMMX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. SJVIX (129M). FWMMX pays higher dividends than SJVIX: FWMMX (1.41) vs SJVIX (0.97). FWMMX was incepted earlier than SJVIX: FWMMX (5 years) vs SJVIX (4 years). SJVIX (1.01) is less costly to investors than FWMMX (0.35). SJVIX is a more actively managed with annual turnover of: 133.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than SJVIX: FWMMX (250) vs SJVIX (100000). SJVIX annual gain was more profitable for investors over the last year : 7.99 vs. FWMMX (5.47).
| FWMMX | SJVIX | FWMMX / SJVIX | |
| Total Expense Ratio | 0.35 | 0.75 | 47% |
| Annual Report Gross Expense Ratio | 0.35 | 1.01 | 35% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 1.503 | 3.759 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 129M | 161,240% |
| Annual Yield % from dividends | 1.41 | 0.97 | 146% |
| Returns for 1 year | 5.47 | 7.99 | 68% |
| Returns for 3 years | 30.37 | 35.96 | 84% |
| Returns for 5 years | 40.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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