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FWWMX vs LVAEX
FWWMX vs LVAEX Comparison
Open Charts FWWMX vs LVAEX
American Funds Washington Mutual 529-F-3
Price$66.87
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
LSV Value Equity Investor
Price$26.43
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets1.11B
FWWMX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. LVAEX (1.11B). LVAEX pays higher dividends than FWWMX: LVAEX (1.62) vs FWWMX (1.47). 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 : 9.10 vs. LVAEX (0.66). FWWMX return over 5 years is better than : 43.87 vs. LVAEX (7.77).
| 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 | 2.593 | 2.961 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.11B | 18,807% |
| Annual Yield % from dividends | 1.47 | 1.62 | 91% |
| Returns for 1 year | 9.10 | 0.66 | 1,373% |
| Returns for 3 years | 32.30 | 11.47 | 281% |
| Returns for 5 years | 43.87 | 7.77 | 565% |
| Returns for 10 years | N/A | 53.84 | - |
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