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FWMMX vs USPCX
FWMMX vs USPCX Comparison
Open Charts FWMMX vs USPCX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
Union Street Partners Value C
Price$31.26
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets84.19M
FWMMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. USPCX (84.2M). 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 : 7.57 vs. FWMMX (4.08).
| 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 | 9.725 | 7.867 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 84.2M | 245,843% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 4.08 | 7.57 | 54% |
| Returns for 3 years | 42.85 | 42.74 | 100% |
| Returns for 5 years | N/A | 71.66 | - |
| Returns for 10 years | N/A | 119.78 | - |
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