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FWMMX vs SJVIX
FWMMX vs SJVIX Comparison
Open Charts FWMMX vs SJVIX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
Steward Large Cap Value I
Price$30.55
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets104.74M
FWMMX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. SJVIX (105M). FWMMX pays higher dividends than SJVIX: FWMMX (1.38) vs SJVIX (1.29). 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 annual gain was more profitable for investors over the last year : 4.08 vs. SJVIX (-0.44).
| 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 | 9.725 | 7.874 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 105M | 196,190% |
| Annual Yield % from dividends | 1.38 | 1.29 | 107% |
| Returns for 1 year | 4.08 | -0.44 | -926% |
| Returns for 3 years | 42.85 | 50.39 | 85% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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