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FWMMX vs TVLIX
FWMMX vs TVLIX Comparison
Open Charts FWMMX vs TVLIX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Touchstone Value Institutional
Price$13.05
Change+$0.17 (+1.32%)
VolumeN/A
Net Assets620.31M
FWMMX vs TVLIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. TVLIX (620M). TVLIX (1.38) and FWMMX (1.35) 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 : 4.71 vs. TVLIX (-3.01). FWMMX return over 5 years is better than : 48.37 vs. TVLIX (41.36).
| 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 | 11.811 | 9.934 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 620M | 33,710% |
| Annual Yield % from dividends | 1.35 | 1.38 | 97% |
| Returns for 1 year | 4.71 | -3.01 | -156% |
| Returns for 3 years | 30.67 | 21.85 | 140% |
| Returns for 5 years | 48.37 | 41.36 | 117% |
| Returns for 10 years | N/A | 56.52 | - |
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