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FWWMX vs HULEX
FWWMX vs HULEX Comparison
Open Charts FWWMX vs HULEX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Huber Select Large Cap Value Instl
Price$34.86
Change-$0.42 (-1.19%)
VolumeN/A
Net Assets425.13M
FWWMX vs HULEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. HULEX (425M). FWWMX pays higher dividends than HULEX: FWWMX (1.41) vs HULEX (1.17). FWWMX was incepted earlier than HULEX: FWWMX (5 years) vs HULEX (14 years). HULEX (1.03) is less costly to investors than FWWMX (0.31). HULEX is a more actively managed with annual turnover of: 33.40 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than HULEX: FWWMX (250) vs HULEX (1000000). FWWMX annual gain was more profitable for investors over the last year : 3.95 vs. HULEX (3.07). HULEX return over 5 years is better than : 103.23 vs. FWWMX (49.35).
| FWWMX | HULEX | FWWMX / HULEX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.919 | 6.671 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 425M | 49,176% |
| Annual Yield % from dividends | 1.41 | 1.17 | 120% |
| Returns for 1 year | 3.95 | 3.07 | 129% |
| Returns for 3 years | 32.88 | 47.61 | 69% |
| Returns for 5 years | 49.35 | 103.23 | 48% |
| Returns for 10 years | N/A | 193.19 | - |
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