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FWMMX vs USPFX
FWMMX vs USPFX Comparison
Open Charts FWMMX vs USPFX
American Funds Washington Mutual 529-F-2
Price$66.44
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value Advisor
Price$34.80
Change+$1.14 (+3.39%)
VolumeN/A
Net Assets87.59M
FWMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. USPFX (87.6M). FWMMX pays higher dividends than USPFX: FWMMX (1.41) vs USPFX (0.88). 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 (12.93). 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 : 12.36 vs. FWMMX (5.47). USPFX return over 5 years is better than : 58.33 vs. FWMMX (40.53).
| 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 | 1.503 | 2.323 | 65% |
| 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 | 0.88 | 161% |
| Returns for 1 year | 5.47 | 12.36 | 44% |
| Returns for 3 years | 30.37 | 31.60 | 96% |
| Returns for 5 years | 40.53 | 58.33 | 69% |
| Returns for 10 years | N/A | N/A | - |
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