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FWMMX vs SRFMX
FWMMX vs SRFMX Comparison
Open Charts FWMMX vs SRFMX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
FWMMX vs SRFMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. SRFMX (89.8M). FWMMX pays higher dividends than SRFMX: FWMMX (1.40) vs SRFMX (0.44). FWMMX was incepted earlier than SRFMX: FWMMX (5 years) vs SRFMX (12 years). SRFMX (0.78) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. SRFMX (13.00). FWMMX has a lower initial minimum investment than SRFMX: FWMMX (250) vs SRFMX (2500). FWMMX annual gain was more profitable for investors over the last year : 5.65 vs. SRFMX (-8.94).
| FWMMX | SRFMX | FWMMX / SRFMX | |
| Total Expense Ratio | 0.35 | 0.70 | 50% |
| Annual Report Gross Expense Ratio | 0.35 | 0.78 | 45% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.725 | 8.153 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 89.8M | 229,399% |
| Annual Yield % from dividends | 1.40 | 0.44 | 316% |
| Returns for 1 year | 5.65 | -8.94 | -63% |
| Returns for 3 years | 47.39 | 16.08 | 295% |
| Returns for 5 years | N/A | 7.96 | - |
| Returns for 10 years | N/A | 79.70 | - |
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