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FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
American Funds Washington Mutual 529-F-3
Price$65.90
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
LSV US Managed Volatility Institutional
Price$9.92
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets24.69M
FWWMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LSVMX (24.7M). LSVMX pays higher dividends than FWWMX: LSVMX (2.81) vs FWWMX (1.38). 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). 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 : 6.42 vs. LSVMX (-2.69). FWWMX return over 5 years is better than : 45.42 vs. LSVMX (-3.28).
| 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 | 8.292 | -1.782 | -465% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.7M | 846,154% |
| Annual Yield % from dividends | 1.38 | 2.81 | 49% |
| Returns for 1 year | 6.42 | -2.69 | -239% |
| Returns for 3 years | 33.08 | -8.47 | -390% |
| Returns for 5 years | 45.42 | -3.28 | -1,384% |
| Returns for 10 years | N/A | 18.53 | - |