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FWMMX vs TRLHX
FWMMX vs TRLHX Comparison
Open Charts FWMMX vs TRLHX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Nuveen Large Cap Value I
Price$25.10
Change+$0.32 (+1.29%)
VolumeN/A
Net Assets6.43B
FWMMX vs TRLHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. TRLHX (6.43B). TRLHX pays higher dividends than FWMMX: TRLHX (1.52) vs FWMMX (1.41). FWMMX was incepted earlier than TRLHX: FWMMX (5 years) vs TRLHX (10 years). TRLHX (0.50) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. TRLHX (19.00). FWMMX has a lower initial minimum investment than TRLHX: FWMMX (250) vs TRLHX (100000). TRLHX annual gain was more profitable for investors over the last year : 10.33 vs. FWMMX (5.47). FWMMX (40.53) and TRLHX (38.83) have equivalent 5 years return.
| FWMMX | TRLHX | FWMMX / TRLHX | |
| Total Expense Ratio | 0.35 | 0.50 | 70% |
| Annual Report Gross Expense Ratio | 0.35 | 0.50 | 70% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 1.503 | 5.374 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 6.43B | 3,234% |
| Annual Yield % from dividends | 1.41 | 1.52 | 93% |
| Returns for 1 year | 5.47 | 10.33 | 53% |
| Returns for 3 years | 30.37 | 32.67 | 93% |
| Returns for 5 years | 40.53 | 38.83 | 104% |
| Returns for 10 years | N/A | 93.34 | - |
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