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FWWMX vs LMPIX
FWWMX vs LMPIX Comparison
Open Charts FWWMX vs LMPIX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
ClearBridge Appreciation FI
Price$39.48
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets9.58B
FWWMX vs LMPIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. LMPIX (9.58B). FWWMX pays higher dividends than LMPIX: FWWMX (1.41) vs LMPIX (0.34). FWWMX was incepted earlier than LMPIX: FWWMX (5 years) vs LMPIX (17 years). LMPIX (1.00) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LMPIX (17.00). LMPIX has a lower initial minimum investment than FWWMX: LMPIX (0) vs FWWMX (250). LMPIX annual gain was more profitable for investors over the last year : 4.58 vs. FWWMX (4.12).
| FWWMX | LMPIX | FWWMX / LMPIX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.00 | 31% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.771 | 12.543 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 9.58B | 2,162% |
| Annual Yield % from dividends | 1.41 | 0.34 | 417% |
| Returns for 1 year | 4.12 | 4.58 | 90% |
| Returns for 3 years | 42.99 | 42.75 | 101% |
| Returns for 5 years | N/A | 44.06 | - |
| Returns for 10 years | N/A | 100.37 | - |