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FWMMX vs USPFX
FWMMX vs USPFX Comparison
Open Charts FWMMX vs USPFX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
Union Street Partners Value Advisor
Price$33.67
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets84.19M
FWMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. USPFX (84.2M). FWMMX pays higher dividends than USPFX: FWMMX (1.38) vs USPFX (0.16). FWMMX was incepted earlier than USPFX: FWMMX (5 years) vs USPFX (9 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). USPFX annual gain was more profitable for investors over the last year : 8.76 vs. FWMMX (4.08).
| 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 | 9 years | - |
| Gain YTD | 9.725 | 8.824 | 110% |
| 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 | 0.16 | 870% |
| Returns for 1 year | 4.08 | 8.76 | 47% |
| Returns for 3 years | 42.85 | 47.17 | 91% |
| Returns for 5 years | N/A | 80.63 | - |
| Returns for 10 years | N/A | N/A | - |
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