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FWMMX vs WVALX
FWMMX vs WVALX Comparison
Open Charts FWMMX vs WVALX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Weitz Large Cap Equity-Investor Cl
Price$41.50
Change-$10.81 (-20.67%)
VolumeN/A
Net Assets735.35M
FWMMX vs WVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. WVALX (735M). FWMMX pays higher dividends than WVALX: FWMMX (1.41) vs WVALX (0.00). FWMMX was incepted earlier than WVALX: FWMMX (5 years) vs WVALX (40 years). WVALX (1.03) is less costly to investors than FWMMX (0.35). WVALX is a more actively managed with annual turnover of: 31.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than WVALX: FWMMX (250) vs WVALX (2500). FWMMX annual gain was more profitable for investors over the last year : 5.47 vs. WVALX (-24.66). FWMMX return over 5 years is better than : 40.53 vs. WVALX (-20.15).
| FWMMX | WVALX | FWMMX / WVALX | |
| Total Expense Ratio | 0.35 | 1.03 | 34% |
| Annual Report Gross Expense Ratio | 0.35 | 1.03 | 34% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | 1.503 | -3.421 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 735M | 28,299% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 5.47 | -24.66 | -22% |
| Returns for 3 years | 30.37 | -9.80 | -310% |
| Returns for 5 years | 40.53 | -20.15 | -201% |
| Returns for 10 years | N/A | 14.58 | - |
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