Interact to see
Advertisement
Advertisement
FWWMX vs LBWIX
FWWMX vs LBWIX Comparison
Open Charts FWWMX vs LBWIX
American Funds Washington Mutual 529-F-3
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
BrandywineGLOBAL Div US Large Value I
Price$21.03
Change-$2.40 (-10.24%)
VolumeN/A
Net Assets87.36M
FWWMX vs LBWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LBWIX (87.4M). LBWIX pays higher dividends than FWWMX: LBWIX (1.51) vs FWWMX (1.38). FWWMX was incepted earlier than LBWIX: FWWMX (5 years) vs LBWIX (15 years). LBWIX (0.88) is less costly to investors than FWWMX (0.31). LBWIX is a more actively managed with annual turnover of: 57.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than LBWIX: FWWMX (250) vs LBWIX (1000000). FWWMX annual gain was more profitable for investors over the last year : 7.59 vs. LBWIX (3.48). FWWMX return over 5 years is better than : 51.16 vs. LBWIX (37.91).
| FWWMX | LBWIX | FWWMX / LBWIX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.814 | 16.975 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 87.4M | 239,130% |
| Annual Yield % from dividends | 1.38 | 1.51 | 91% |
| Returns for 1 year | 7.59 | 3.48 | 218% |
| Returns for 3 years | 34.50 | 20.25 | 170% |
| Returns for 5 years | 51.16 | 37.91 | 135% |
| Returns for 10 years | N/A | 52.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement