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FWWMX vs HWLZX
FWWMX vs HWLZX Comparison
Open Charts FWWMX vs HWLZX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Hotchkis & Wiley Large Cap Fdml Value Z
Price$46.27
Change-$0.35 (-0.75%)
VolumeN/A
Net Assets356.7M
FWWMX vs HWLZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. HWLZX (357M). HWLZX pays higher dividends than FWWMX: HWLZX (1.50) vs FWWMX (1.41). FWWMX was incepted earlier than HWLZX: FWWMX (5 years) vs HWLZX (6 years). HWLZX (0.85) is less costly to investors than FWWMX (0.31). HWLZX is a more actively managed with annual turnover of: 40.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than HWLZX: FWWMX (250) vs HWLZX (1000000). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. HWLZX (-0.94). HWLZX return over 5 years is better than : 54.87 vs. FWWMX (51.47).
| FWWMX | HWLZX | FWWMX / HWLZX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 11.480 | 13.046 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 357M | 58,543% |
| Annual Yield % from dividends | 1.41 | 1.50 | 94% |
| Returns for 1 year | 5.28 | -0.94 | -564% |
| Returns for 3 years | 33.88 | 9.91 | 342% |
| Returns for 5 years | 51.47 | 54.87 | 94% |
| Returns for 10 years | N/A | N/A | - |
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