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FWMMX vs SVIIX
FWMMX vs SVIIX Comparison
Open Charts FWMMX vs SVIIX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Virtus Ceredex Large-Cap Value Equity A
Price$9.68
Change-$0.55 (-5.38%)
VolumeN/A
Net Assets269.14M
FWMMX vs SVIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. SVIIX (269M). SVIIX pays higher dividends than FWMMX: SVIIX (2.83) vs FWMMX (1.41). FWMMX was incepted earlier than SVIIX: FWMMX (5 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than FWMMX (0.35). SVIIX is a more actively managed with annual turnover of: 112.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than SVIIX: FWMMX (250) vs SVIIX (2500). FWMMX annual gain was more profitable for investors over the last year : 5.47 vs. SVIIX (-1.50). FWMMX return over 5 years is better than : 40.53 vs. SVIIX (-23.58).
| FWMMX | SVIIX | FWMMX / SVIIX | |
| Total Expense Ratio | 0.35 | 1.24 | 28% |
| Annual Report Gross Expense Ratio | 0.35 | 1.25 | 28% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 1.503 | 5.908 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 269M | 77,323% |
| Annual Yield % from dividends | 1.41 | 2.83 | 50% |
| Returns for 1 year | 5.47 | -1.50 | -365% |
| Returns for 3 years | 30.37 | -1.06 | -2,861% |
| Returns for 5 years | 40.53 | -23.58 | -172% |
| Returns for 10 years | N/A | -18.82 | - |
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