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FWMMX vs USPCX
FWMMX vs USPCX Comparison
Open Charts FWMMX vs USPCX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Union Street Partners Value C
Price$31.39
Change-$0.40 (-1.26%)
VolumeN/A
Net Assets84.57M
FWMMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. USPCX (84.6M). FWMMX pays higher dividends than USPCX: FWMMX (1.38) vs USPCX (0.00). FWMMX was incepted earlier than USPCX: FWMMX (5 years) vs USPCX (15 years). USPCX (2.45) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. USPCX (7.18). FWMMX has a lower initial minimum investment than USPCX: FWMMX (250) vs USPCX (2500). USPCX annual gain was more profitable for investors over the last year : 9.47 vs. FWMMX (5.26). USPCX return over 5 years is better than : 67.58 vs. FWMMX (51.20).
| FWMMX | USPCX | FWMMX / USPCX | |
| Total Expense Ratio | 0.35 | 2.15 | 16% |
| Annual Report Gross Expense Ratio | 0.35 | 2.45 | 14% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 11.450 | 9.696 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 84.6M | 247,045% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 5.26 | 9.47 | 56% |
| Returns for 3 years | 33.78 | 30.18 | 112% |
| Returns for 5 years | 51.20 | 67.58 | 76% |
| Returns for 10 years | N/A | 125.55 | - |
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