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FWMMX vs SOIVX
FWMMX vs SOIVX Comparison
Open Charts FWMMX vs SOIVX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets207.25B
Spirit of America Large Cap Value Inst
Price$37.47
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets210.68M
FWMMX vs SOIVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. SOIVX (211M). SOIVX pays higher dividends than FWMMX: SOIVX (4.10) vs FWMMX (1.40). FWMMX was incepted earlier than SOIVX: FWMMX (5 years) vs SOIVX (5 years). SOIVX (1.22) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. SOIVX (7.00). FWMMX has a lower initial minimum investment than SOIVX: FWMMX (250) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 17.33 vs. FWMMX (5.65).
| FWMMX | SOIVX | FWMMX / SOIVX | |
| Total Expense Ratio | 0.35 | 1.22 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.22 | 29% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 9.725 | 16.082 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 211M | 98,104% |
| Annual Yield % from dividends | 1.40 | 4.10 | 34% |
| Returns for 1 year | 5.65 | 17.33 | 33% |
| Returns for 3 years | 47.39 | 100.69 | 47% |
| Returns for 5 years | N/A | 118.97 | - |
| Returns for 10 years | N/A | N/A | - |
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