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FWMMX vs SVFKX
FWMMX vs SVFKX Comparison
Open Charts FWMMX vs SVFKX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
FWMMX vs SVFKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SVFKX (4.3B). FWMMX pays higher dividends than SVFKX: FWMMX (1.38) vs SVFKX (0.91). FWMMX was incepted earlier than SVFKX: FWMMX (5 years) vs SVFKX (11 years). SVFKX (1.47) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. SVFKX (13.30). FWMMX has a lower initial minimum investment than SVFKX: FWMMX (250) vs SVFKX (25000). FWMMX annual gain was more profitable for investors over the last year : 3.92 vs. SVFKX (-1.10). SVFKX return over 5 years is better than : 76.61 vs. FWMMX (49.06).
| FWMMX | SVFKX | FWMMX / SVFKX | |
| Total Expense Ratio | 0.35 | 1.45 | 24% |
| Annual Report Gross Expense Ratio | 0.35 | 1.47 | 24% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.873 | 3.746 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 4.3B | 4,866% |
| Annual Yield % from dividends | 1.38 | 0.91 | 151% |
| Returns for 1 year | 3.92 | -1.10 | -356% |
| Returns for 3 years | 32.75 | 19.15 | 171% |
| Returns for 5 years | 49.06 | 76.61 | 64% |
| Returns for 10 years | N/A | 120.13 | - |
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