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FWMMX vs USPFX
FWMMX vs USPFX Comparison
Open Charts FWMMX vs USPFX
American Funds Washington Mutual 529-F-2
Price$66.59
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value Advisor
Price$34.89
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets88.38M
FWMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. USPFX (88.4M). FWMMX pays higher dividends than USPFX: FWMMX (1.44) vs USPFX (0.89). 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). USPFX annual gain was more profitable for investors over the last year : 15.88 vs. FWMMX (9.97). USPFX return over 5 years is better than : 61.82 vs. FWMMX (43.00).
| 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 | 2.148 | 2.587 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 88.4M | 235,294% |
| Annual Yield % from dividends | 1.44 | 0.89 | 161% |
| Returns for 1 year | 9.97 | 15.88 | 63% |
| Returns for 3 years | 31.62 | 34.79 | 91% |
| Returns for 5 years | 43.00 | 61.82 | 70% |
| Returns for 10 years | N/A | N/A | - |
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