Interact to see
Advertisement
Advertisement
FWMMX vs USPFX
FWMMX vs USPFX Comparison
Open Charts FWMMX vs USPFX
American Funds Washington Mutual 529-F-2
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value Advisor
Price$34.05
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets86.54M
FWMMX vs USPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. USPFX (86.5M). FWMMX pays higher dividends than USPFX: FWMMX (1.35) vs USPFX (0.16). FWMMX was incepted earlier than USPFX: FWMMX (5 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. USPFX (7.18). FWMMX has a lower initial minimum investment than USPFX: FWMMX (250) vs USPFX (2500). FWMMX annual gain was more profitable for investors over the last year : 7.55 vs. USPFX (5.88). USPFX return over 5 years is better than : 63.09 vs. FWMMX (50.87).
| FWMMX | USPFX | FWMMX / USPFX | |
| Total Expense Ratio | 0.35 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.55 | 23% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 13.766 | 8.824 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86.5M | 241,618% |
| Annual Yield % from dividends | 1.35 | 0.16 | 860% |
| Returns for 1 year | 7.55 | 5.88 | 128% |
| Returns for 3 years | 34.37 | 33.73 | 102% |
| Returns for 5 years | 50.87 | 63.09 | 81% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement