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FWMMX vs TVLIX
FWMMX vs TVLIX Comparison
Open Charts FWMMX vs TVLIX
American Funds Washington Mutual 529-F-2
Price$67.85
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
Touchstone Value Institutional
Price$12.90
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets615.23M
FWMMX vs TVLIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. TVLIX (615M). TVLIX (1.39) and FWMMX (1.38) have matching dividends . FWMMX was incepted earlier than TVLIX: FWMMX (5 years) vs TVLIX (19 years). TVLIX (0.81) is less costly to investors than FWMMX (0.35). TVLIX is a more actively managed with annual turnover of: 40.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than TVLIX: FWMMX (250) vs TVLIX (500000). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. TVLIX (-1.02). FWMMX return over 5 years is better than : 51.20 vs. TVLIX (47.79).
| FWMMX | TVLIX | FWMMX / TVLIX | |
| Total Expense Ratio | 0.35 | 0.68 | 51% |
| Annual Report Gross Expense Ratio | 0.35 | 0.81 | 43% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 11.450 | 10.190 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 615M | 33,984% |
| Annual Yield % from dividends | 1.38 | 1.39 | 99% |
| Returns for 1 year | 5.26 | -1.02 | -515% |
| Returns for 3 years | 33.78 | 25.07 | 135% |
| Returns for 5 years | 51.20 | 47.79 | 107% |
| Returns for 10 years | N/A | 61.86 | - |
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