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FWMMX vs USPCX
FWMMX vs USPCX Comparison
Open Charts FWMMX vs USPCX
American Funds Washington Mutual 529-F-2
Price$65.91
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value C
Price$31.90
Change+$0.24 (+0.76%)
VolumeN/A
Net Assets86.63M
FWMMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. USPCX (86.6M). FWMMX pays higher dividends than USPCX: FWMMX (1.35) 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 : 8.84 vs. FWMMX (6.41). USPCX return over 5 years is better than : 57.61 vs. FWMMX (45.18).
| 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 | 8.263 | 10.076 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86.6M | 241,339% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.41 | 8.84 | 73% |
| Returns for 3 years | 32.95 | 35.69 | 92% |
| Returns for 5 years | 45.18 | 57.61 | 78% |
| Returns for 10 years | N/A | 129.73 | - |
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