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FWMMX vs SPUSX
FWMMX vs SPUSX Comparison
Open Charts FWMMX vs SPUSX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Symmetry Panoramic US Equity I
Price$15.89
Change-$0.24 (-1.49%)
VolumeN/A
Net Assets406.14M
FWMMX vs SPUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SPUSX (406M). 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 : 5.26 vs. SPUSX (-6.22). FWMMX return over 5 years is better than : 51.20 vs. SPUSX (45.84).
| 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 | 11.450 | 12.326 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 406M | 51,478% |
| Annual Yield % from dividends | 1.38 | 0.69 | 200% |
| Returns for 1 year | 5.26 | -6.22 | -85% |
| Returns for 3 years | 33.78 | 27.63 | 122% |
| Returns for 5 years | 51.20 | 45.84 | 112% |
| Returns for 10 years | N/A | N/A | - |
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