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FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
LSV US Managed Volatility Institutional
Price$11.31
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets24.04M
FWWMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. LSVMX (24M). LSVMX pays higher dividends than FWWMX: LSVMX (2.85) vs FWWMX (1.41). FWWMX was incepted earlier than LSVMX: FWWMX (5 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). FWWMX has a lower initial minimum investment than LSVMX: FWWMX (250) vs LSVMX (100000). FWWMX annual gain was more profitable for investors over the last year : 4.12 vs. LSVMX (-4.75).
| FWWMX | LSVMX | FWWMX / LSVMX | |
| Total Expense Ratio | 0.31 | 0.55 | 56% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.771 | 11.980 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 24M | 858,333% |
| Annual Yield % from dividends | 1.41 | 2.85 | 50% |
| Returns for 1 year | 4.12 | -4.75 | -87% |
| Returns for 3 years | 42.99 | 4.26 | 1,008% |
| Returns for 5 years | N/A | 13.36 | - |
| Returns for 10 years | N/A | 34.01 | - |