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FWMMX vs USGRX
FWMMX vs USGRX Comparison
Open Charts FWMMX vs USGRX
American Funds Washington Mutual 529-F-2
Price$66.26
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets204.51B
FWMMX vs USGRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. USGRX (2.1B). FWMMX pays higher dividends than USGRX: FWMMX (1.40) vs USGRX (0.79). FWMMX was incepted earlier than USGRX: FWMMX (5 years) vs USGRX (32 years). USGRX (0.85) 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 : 7.92 vs. USGRX (-2.72).
| FWMMX | USGRX | FWMMX / USGRX | |
| Total Expense Ratio | 0.35 | 0.85 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 0.85 | 41% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 8.189 | 10.299 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 2.1B | 9,753% |
| Annual Yield % from dividends | 1.40 | 0.79 | 178% |
| Returns for 1 year | 7.92 | -2.72 | -291% |
| Returns for 3 years | 36.44 | 26.97 | 135% |
| Returns for 5 years | N/A | 27.81 | - |
| Returns for 10 years | N/A | 33.28 | - |
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