Interact to see
Advertisement
Advertisement
FWMMX vs WTRCX
FWMMX vs WTRCX Comparison
Open Charts FWMMX vs WTRCX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
Macquarie Core Equity Fund
Price$13.31
Change-$0.25 (-1.84%)
VolumeN/A
Net Assets3.9B
FWMMX vs WTRCX 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. WTRCX (3.9B). FWMMX pays higher dividends than WTRCX: FWMMX (1.38) vs WTRCX (0.00). FWMMX was incepted earlier than WTRCX: FWMMX (5 years) vs WTRCX (33 years). WTRCX (1.76) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). FWMMX has a lower initial minimum investment than WTRCX: FWMMX (250) vs WTRCX (1000). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. WTRCX (-4.57). FWMMX return over 5 years is better than : 51.20 vs. WTRCX (0.69).
| FWMMX | WTRCX | FWMMX / WTRCX | |
| Total Expense Ratio | 0.35 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.76 | 20% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 11.450 | 16.295 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 3.9B | 5,356% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 5.26 | -4.57 | -115% |
| Returns for 3 years | 33.78 | 4.22 | 801% |
| Returns for 5 years | 51.20 | 0.69 | 7,413% |
| Returns for 10 years | N/A | 11.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OFSAX | 21.05 | 0.12 | +0.57% |
| Olstein Strategic Opportunities A | |||
| IGVWX | 52.40 | 0.24 | +0.46% |
| Voya Global High Dividend Low Vol W | |||
| CGJAX | 77.50 | 0.14 | +0.18% |
| Calvert US Large Cap Growth Rspnb Idx A | |||
| VTMFX | 49.43 | 0.01 | +0.02% |
| Vanguard Tax-Managed Balanced Adm | |||
| MGLJX | 16.38 | -0.10 | -0.61% |
| MFS Global Real Estate R1 | |||