Interact to see
Advertisement
Advertisement
FWMMX vs SPUSX
FWMMX vs SPUSX Comparison
Open Charts FWMMX vs SPUSX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
Symmetry Panoramic US Equity I
Price$15.87
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets408.66M
FWMMX vs SPUSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. SPUSX (409M). FWMMX pays higher dividends than SPUSX: FWMMX (1.38) vs SPUSX (0.69). FWMMX was incepted earlier than SPUSX: FWMMX (5 years) vs SPUSX (7 years). SPUSX (0.86) is less costly to investors than FWMMX (0.35). SPUSX is a more actively managed with annual turnover of: 33.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than SPUSX: FWMMX (250) vs SPUSX (1000). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. SPUSX (-5.28).
| FWMMX | SPUSX | FWMMX / SPUSX | |
| Total Expense Ratio | 0.35 | 0.62 | 56% |
| Annual Report Gross Expense Ratio | 0.35 | 0.86 | 41% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 9.725 | 10.515 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 409M | 50,367% |
| Annual Yield % from dividends | 1.38 | 0.69 | 201% |
| Returns for 1 year | 4.08 | -5.28 | -77% |
| Returns for 3 years | 42.85 | 35.63 | 120% |
| Returns for 5 years | N/A | 48.85 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement