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FWMMX vs USPCX
FWMMX vs USPCX Comparison
Open Charts FWMMX vs USPCX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value C
Price$32.46
Change+$1.21 (+3.87%)
VolumeN/A
Net Assets87.59M
FWMMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. USPCX (87.6M). FWMMX pays higher dividends than USPCX: FWMMX (1.41) 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 (12.93). 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 : 11.01 vs. FWMMX (5.47). USPCX return over 5 years is better than : 50.28 vs. FWMMX (40.53).
| 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 | 1.503 | 2.236 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 87.6M | 237,443% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 5.47 | 11.01 | 50% |
| Returns for 3 years | 30.37 | 27.44 | 111% |
| Returns for 5 years | 40.53 | 50.28 | 81% |
| Returns for 10 years | N/A | 161.19 | - |
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