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FWWMX vs LVAEX
FWWMX vs LVAEX Comparison
Open Charts FWWMX vs LVAEX
American Funds Washington Mutual 529-F-3
Price$65.90
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
LSV Value Equity Investor
Price$26.54
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets1.11B
FWWMX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LVAEX (1.11B). LVAEX pays higher dividends than FWWMX: LVAEX (1.54) vs FWWMX (1.38). FWWMX was incepted earlier than LVAEX: FWWMX (5 years) vs LVAEX (12 years). LVAEX (0.92) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). FWWMX has a lower initial minimum investment than LVAEX: FWWMX (250) vs LVAEX (1000). FWWMX annual gain was more profitable for investors over the last year : 6.42 vs. LVAEX (0.63). FWWMX return over 5 years is better than : 45.42 vs. LVAEX (13.84).
| FWWMX | LVAEX | FWWMX / LVAEX | |
| Total Expense Ratio | 0.31 | 0.92 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.92 | 34% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.292 | 1.725 | 481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.11B | 18,829% |
| Annual Yield % from dividends | 1.38 | 1.54 | 90% |
| Returns for 1 year | 6.42 | 0.63 | 1,016% |
| Returns for 3 years | 33.08 | 16.14 | 205% |
| Returns for 5 years | 45.42 | 13.84 | 328% |
| Returns for 10 years | N/A | 36.64 | - |
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