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FWWMX vs LCBOX
FWWMX vs LCBOX Comparison
Open Charts FWWMX vs LCBOX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
ClearBridge Dividend Strategy 1
Price$31.89
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
FWWMX vs LCBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. LCBOX (8.94B). FWWMX (1.41) and LCBOX (1.35) have matching dividends . FWWMX was incepted earlier than LCBOX: FWWMX (5 years) vs LCBOX (14 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 : 4.12 vs. LCBOX (-0.53).
| 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 | 14 years | - |
| Gain YTD | 9.771 | 8.744 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 8.94B | 2,316% |
| Annual Yield % from dividends | 1.41 | 1.35 | 105% |
| Returns for 1 year | 4.12 | -0.53 | -780% |
| Returns for 3 years | 42.99 | 30.59 | 141% |
| Returns for 5 years | N/A | 36.38 | - |
| Returns for 10 years | N/A | 86.70 | - |
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