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FWWMX vs JHERX
FWWMX vs JHERX Comparison
Open Charts FWWMX vs JHERX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
JHancock Equity Income C
Price$20.22
Change-$0.24 (-1.17%)
VolumeN/A
Net Assets581.76M
FWWMX vs JHERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. JHERX (582M). FWWMX pays higher dividends than JHERX: FWWMX (1.41) vs JHERX (0.75). 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 : 5.28 vs. JHERX (-4.08). FWWMX return over 5 years is better than : 51.47 vs. JHERX (19.77).
| 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 | 11.480 | 9.713 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 582M | 35,911% |
| Annual Yield % from dividends | 1.41 | 0.75 | 188% |
| Returns for 1 year | 5.28 | -4.08 | -129% |
| Returns for 3 years | 33.88 | 2.28 | 1,487% |
| Returns for 5 years | 51.47 | 19.77 | 260% |
| Returns for 10 years | N/A | 16.75 | - |
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