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FWWMX vs JHERX
FWWMX vs JHERX Comparison
Open Charts FWWMX vs JHERX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
JHancock Equity Income C
Price$20.63
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets583.88M
FWWMX vs JHERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. JHERX (584M). FWWMX pays higher dividends than JHERX: FWWMX (1.38) vs JHERX (0.74). FWWMX was incepted earlier than JHERX: FWWMX (5 years) vs JHERX (11 years). JHERX (1.84) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. JHERX (22.00). FWWMX has a lower initial minimum investment than JHERX: FWWMX (250) vs JHERX (1000). FWWMX annual gain was more profitable for investors over the last year : 5.43 vs. JHERX (-4.44). FWWMX return over 5 years is better than : 47.63 vs. JHERX (12.33).
| FWWMX | JHERX | FWWMX / JHERX | |
| Total Expense Ratio | 0.31 | 1.83 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 12.417 | 10.625 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 584M | 35,788% |
| Annual Yield % from dividends | 1.38 | 0.74 | 187% |
| Returns for 1 year | 5.43 | -4.44 | -122% |
| Returns for 3 years | 31.45 | -0.14 | -22,199% |
| Returns for 5 years | 47.63 | 12.33 | 386% |
| Returns for 10 years | N/A | 15.24 | - |
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