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FWMMX vs TRLIX
FWMMX vs TRLIX Comparison
Open Charts FWMMX vs TRLIX
American Funds Washington Mutual 529-F-2
Price$66.44
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
Nuveen Large Cap Value R6
Price$25.12
Change+$0.32 (+1.29%)
VolumeN/A
Net Assets6.43B
FWMMX vs TRLIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. TRLIX (6.43B). TRLIX pays higher dividends than FWMMX: TRLIX (1.52) vs FWMMX (1.41). FWMMX was incepted earlier than TRLIX: FWMMX (5 years) vs TRLIX (23 years). TRLIX (0.41) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. TRLIX (19.00). FWMMX has a lower initial minimum investment than TRLIX: FWMMX (250) vs TRLIX (1000000). TRLIX annual gain was more profitable for investors over the last year : 10.32 vs. FWMMX (5.47). FWMMX (40.53) and TRLIX (39.13) have equivalent 5 years return.
| FWMMX | TRLIX | FWMMX / TRLIX | |
| Total Expense Ratio | 0.35 | 0.41 | 85% |
| Annual Report Gross Expense Ratio | 0.35 | 0.41 | 85% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.503 | 5.369 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 6.43B | 3,233% |
| Annual Yield % from dividends | 1.41 | 1.52 | 93% |
| Returns for 1 year | 5.47 | 10.32 | 53% |
| Returns for 3 years | 30.37 | 32.93 | 92% |
| Returns for 5 years | 40.53 | 39.13 | 104% |
| Returns for 10 years | N/A | 93.96 | - |
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