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FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
LSV US Managed Volatility Institutional
Price$11.46
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets24.56M
FWWMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LSVMX (24.6M). LSVMX pays higher dividends than FWWMX: LSVMX (2.87) 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 : 3.95 vs. LSVMX (-3.80). FWWMX return over 5 years is better than : 49.35 vs. LSVMX (12.60).
| 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 | 9.919 | 13.465 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.6M | 849,593% |
| Annual Yield % from dividends | 1.41 | 2.87 | 49% |
| Returns for 1 year | 3.95 | -3.80 | -104% |
| Returns for 3 years | 32.88 | -0.89 | -3,699% |
| Returns for 5 years | 49.35 | 12.60 | 392% |
| Returns for 10 years | N/A | 37.84 | - |
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