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FWWMX vs LCBOX
FWWMX vs LCBOX Comparison
Open Charts FWWMX vs LCBOX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy 1
Price$31.64
Change-$0.37 (-1.16%)
VolumeN/A
Net Assets8.93B
FWWMX vs LCBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LCBOX (8.93B). FWWMX (1.41) and LCBOX (1.37) have matching dividends . FWWMX was incepted earlier than LCBOX: FWWMX (5 years) vs LCBOX (15 years). LCBOX (0.72) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than FWWMX: LCBOX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 3.95 vs. LCBOX (-2.06). FWWMX return over 5 years is better than : 49.35 vs. LCBOX (31.19).
| FWWMX | LCBOX | FWWMX / LCBOX | |
| Total Expense Ratio | 0.31 | 0.72 | 43% |
| Annual Report Gross Expense Ratio | 0.31 | 0.72 | 43% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.919 | 7.891 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.41 | 1.37 | 103% |
| Returns for 1 year | 3.95 | -2.06 | -192% |
| Returns for 3 years | 32.88 | 20.15 | 163% |
| Returns for 5 years | 49.35 | 31.19 | 158% |
| Returns for 10 years | N/A | 83.89 | - |