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FWWMX vs JHEIX
FWWMX vs JHEIX Comparison
Open Charts FWWMX vs JHEIX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
JHancock Equity Income A
Price$20.01
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets586.54M
FWWMX vs JHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. JHEIX (587M). FWWMX pays higher dividends than JHEIX: FWWMX (1.41) vs JHEIX (1.29). FWWMX was incepted earlier than JHEIX: FWWMX (5 years) vs JHEIX (11 years). JHEIX (1.14) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. JHEIX (22.00). FWWMX has a lower initial minimum investment than JHEIX: FWWMX (250) vs JHEIX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.12 vs. JHEIX (-4.95).
| FWWMX | JHEIX | FWWMX / JHEIX | |
| Total Expense Ratio | 0.31 | 1.13 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.14 | 27% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.771 | 8.332 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 587M | 35,264% |
| Annual Yield % from dividends | 1.41 | 1.29 | 109% |
| Returns for 1 year | 4.12 | -4.95 | -83% |
| Returns for 3 years | 42.99 | 10.58 | 406% |
| Returns for 5 years | N/A | 29.73 | - |
| Returns for 10 years | N/A | 18.50 | - |
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