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FWMMX vs WPLCX
FWMMX vs WPLCX Comparison
Open Charts FWMMX vs WPLCX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
WP Large Cap Income Plus Institutional
Price$17.72
Change-$0.26 (-1.45%)
VolumeN/A
Net Assets24.51M
FWMMX vs WPLCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. WPLCX (24.5M). FWMMX pays higher dividends than WPLCX: FWMMX (1.38) vs WPLCX (0.00). FWMMX was incepted earlier than WPLCX: FWMMX (5 years) vs WPLCX (12 years). WPLCX (2.21) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. WPLCX (1.51). FWMMX has a lower initial minimum investment than WPLCX: FWMMX (250) vs WPLCX (2000). WPLCX annual gain was more profitable for investors over the last year : 12.94 vs. FWMMX (5.26). WPLCX (52.81) and FWMMX (51.20) have equivalent 5 years return.
| FWMMX | WPLCX | FWMMX / WPLCX | |
| Total Expense Ratio | 0.35 | 2.21 | 16% |
| Annual Report Gross Expense Ratio | 0.35 | 2.21 | 16% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.450 | 15.701 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.5M | 853,061% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 5.26 | 12.94 | 41% |
| Returns for 3 years | 33.78 | 62.71 | 54% |
| Returns for 5 years | 51.20 | 52.81 | 97% |
| Returns for 10 years | N/A | 94.31 | - |
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