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FWWMX vs LBRIX
FWWMX vs LBRIX Comparison
Open Charts FWWMX vs LBRIX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
ClearBridge Dividend Strategy FI
Price$31.70
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.88B
FWWMX vs LBRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. LBRIX (8.88B). FWWMX pays higher dividends than LBRIX: FWWMX (1.41) vs LBRIX (1.01). FWWMX was incepted earlier than LBRIX: FWWMX (5 years) vs LBRIX (12 years). LBRIX (1.27) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than FWWMX: LBRIX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.12 vs. LBRIX (-0.98).
| FWWMX | LBRIX | FWWMX / LBRIX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.771 | 8.386 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 8.88B | 2,319% |
| Annual Yield % from dividends | 1.41 | 1.01 | 140% |
| Returns for 1 year | 4.12 | -0.98 | -420% |
| Returns for 3 years | 42.99 | 28.97 | 148% |
| Returns for 5 years | N/A | 34.12 | - |
| Returns for 10 years | N/A | 82.40 | - |