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FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
LSV US Managed Volatility Institutional
Price$9.89
Change-$1.42 (-12.56%)
VolumeN/A
Net Assets25.4M
FWWMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. LSVMX (25.4M). LSVMX pays higher dividends than FWWMX: LSVMX (1.89) vs FWWMX (1.45). FWWMX was incepted earlier than LSVMX: FWWMX (5 years) vs LSVMX (12 years). LSVMX (0.87) is less costly to investors than FWWMX (0.31). LSVMX (30.00) and FWWMX (29.00) have comparable annual turnover. 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 : 5.50 vs. LSVMX (-2.73). FWWMX return over 5 years is better than : 40.82 vs. LSVMX (-4.11).
| FWWMX | LSVMX | FWWMX / LSVMX | |
| Total Expense Ratio | 0.31 | 0.55 | 56% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.519 | 3.236 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 25.4M | 818,898% |
| Annual Yield % from dividends | 1.45 | 1.89 | 77% |
| Returns for 1 year | 5.50 | -2.73 | -202% |
| Returns for 3 years | 30.52 | -8.54 | -357% |
| Returns for 5 years | 40.82 | -4.11 | -992% |
| Returns for 10 years | N/A | 24.69 | - |
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