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FWMMX vs TRLHX
FWMMX vs TRLHX Comparison
Open Charts FWMMX vs TRLHX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Nuveen Large Cap Value I
Price$25.67
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets6.25B
FWMMX vs TRLHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. TRLHX (6.25B). FWMMX pays higher dividends than TRLHX: FWMMX (1.35) vs TRLHX (1.18). 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 : 5.50 vs. FWMMX (4.71). FWMMX return over 5 years is better than : 48.37 vs. TRLHX (44.71).
| 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 | 11.811 | 15.050 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.25B | 3,342% |
| Annual Yield % from dividends | 1.35 | 1.18 | 114% |
| Returns for 1 year | 4.71 | 5.50 | 86% |
| Returns for 3 years | 30.67 | 24.93 | 123% |
| Returns for 5 years | 48.37 | 44.71 | 108% |
| Returns for 10 years | N/A | 55.91 | - |
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