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FWMMX vs SJVIX
FWMMX vs SJVIX Comparison
Open Charts FWMMX vs SJVIX
American Funds Washington Mutual 529-F-2
Price$65.91
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
Steward Large Cap Value I
Price$30.52
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets117.38M
FWMMX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SJVIX (117M). FWMMX pays higher dividends than SJVIX: FWMMX (1.35) vs SJVIX (1.27). 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). FWMMX (6.41) and SJVIX (6.30) have marching annual gain over last year.
| 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 | 8.263 | 7.768 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 117M | 178,632% |
| Annual Yield % from dividends | 1.35 | 1.27 | 106% |
| Returns for 1 year | 6.41 | 6.30 | 102% |
| Returns for 3 years | 32.95 | 37.98 | 87% |
| Returns for 5 years | 45.18 | N/A | - |
| Returns for 10 years | N/A | N/A | - |