Interact to see
Advertisement
Advertisement
FWWMX vs HULIX
FWWMX vs HULIX Comparison
Open Charts FWWMX vs HULIX
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 I
Price$34.83
Change-$0.41 (-1.16%)
VolumeN/A
Net Assets425.13M
FWWMX vs HULIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. HULIX (425M). FWWMX pays higher dividends than HULIX: FWWMX (1.41) vs HULIX (0.87). FWWMX was incepted earlier than HULIX: FWWMX (5 years) vs HULIX (18 years). HULIX (1.43) is less costly to investors than FWWMX (0.31). HULIX is a more actively managed with annual turnover of: 33.40 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than HULIX: FWWMX (250) vs HULIX (5000). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. HULIX (3.41). HULIX return over 5 years is better than : 102.68 vs. FWWMX (51.47).
| FWWMX | HULIX | FWWMX / HULIX | |
| Total Expense Ratio | 0.31 | 1.40 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.43 | 22% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 11.480 | 7.603 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 425M | 49,176% |
| Annual Yield % from dividends | 1.41 | 0.87 | 162% |
| Returns for 1 year | 5.28 | 3.41 | 155% |
| Returns for 3 years | 33.88 | 46.93 | 72% |
| Returns for 5 years | 51.47 | 102.68 | 50% |
| Returns for 10 years | N/A | 197.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement