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FWMMX vs SJVIX
FWMMX vs SJVIX Comparison
Open Charts FWMMX vs SJVIX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Steward Large Cap Value I
Price$31.20
Change-$0.35 (-1.11%)
VolumeN/A
Net Assets109.8M
FWMMX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SJVIX (110M). FWMMX pays higher dividends than SJVIX: FWMMX (1.38) vs SJVIX (1.30). 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 : 5.26 vs. SJVIX (1.10).
| 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 | 11.450 | 11.405 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 110M | 190,000% |
| Annual Yield % from dividends | 1.38 | 1.30 | 106% |
| Returns for 1 year | 5.26 | 1.10 | 480% |
| Returns for 3 years | 33.78 | 40.69 | 83% |
| Returns for 5 years | 51.20 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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