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FWMMX vs USGRX
FWMMX vs USGRX Comparison
Open Charts FWMMX vs USGRX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
FWMMX vs USGRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. USGRX (2.17B). FWMMX pays higher dividends than USGRX: FWMMX (1.35) vs USGRX (0.73). FWMMX was incepted earlier than USGRX: FWMMX (5 years) vs USGRX (33 years). USGRX (0.86) is less costly to investors than FWMMX (0.35). USGRX is a more actively managed with annual turnover of: 61.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than USGRX: FWMMX (250) vs USGRX (3000). FWMMX annual gain was more profitable for investors over the last year : 5.39 vs. USGRX (-6.00). FWMMX return over 5 years is better than : 47.35 vs. USGRX (24.23).
| FWMMX | USGRX | FWMMX / USGRX | |
| Total Expense Ratio | 0.35 | 0.86 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 0.86 | 41% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 12.370 | 16.245 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 2.17B | 9,622% |
| Annual Yield % from dividends | 1.35 | 0.73 | 186% |
| Returns for 1 year | 5.39 | -6.00 | -90% |
| Returns for 3 years | 31.32 | 27.71 | 113% |
| Returns for 5 years | 47.35 | 24.23 | 195% |
| Returns for 10 years | N/A | 33.92 | - |
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