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FWWMX vs LCBDX
FWWMX vs LCBDX Comparison
Open Charts FWWMX vs LCBDX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
ClearBridge Tactical Dividend Income IS
Price$25.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets354.97M
FWWMX vs LCBDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LCBDX (355M). LCBDX pays higher dividends than FWWMX: LCBDX (3.33) vs FWWMX (1.38). FWWMX was incepted earlier than LCBDX: FWWMX (5 years) vs LCBDX (13 years). LCBDX (1.07) is less costly to investors than FWWMX (0.31). LCBDX is a more actively managed with annual turnover of: 59.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than LCBDX: FWWMX (250) vs LCBDX (1000000). FWWMX annual gain was more profitable for investors over the last year : 4.75 vs. LCBDX (0.80). LCBDX return over 5 years is better than : 73.61 vs. FWWMX (48.63).
| FWWMX | LCBDX | FWWMX / LCBDX | |
| Total Expense Ratio | 0.31 | 1.07 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.07 | 29% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 11.858 | 3.990 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 355M | 58,873% |
| Annual Yield % from dividends | 1.38 | 3.33 | 41% |
| Returns for 1 year | 4.75 | 0.80 | 592% |
| Returns for 3 years | 30.80 | 43.32 | 71% |
| Returns for 5 years | 48.63 | 73.61 | 66% |
| Returns for 10 years | N/A | 131.81 | - |
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