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FWWMX vs LVAMX
FWWMX vs LVAMX Comparison
Open Charts FWWMX vs LVAMX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
LSV US Managed Volatility Investor
Price$10.06
Change-$1.37 (-11.99%)
VolumeN/A
Net Assets25.48M
FWWMX vs LVAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. LVAMX (25.5M). LVAMX pays higher dividends than FWWMX: LVAMX (1.53) vs FWWMX (1.45). FWWMX was incepted earlier than LVAMX: FWWMX (5 years) vs LVAMX (12 years). LVAMX (1.12) is less costly to investors than FWWMX (0.31). LVAMX (30.00) and FWWMX (29.00) have comparable annual turnover. FWWMX has a lower initial minimum investment than LVAMX: FWWMX (250) vs LVAMX (1000). FWWMX annual gain was more profitable for investors over the last year : 5.50 vs. LVAMX (-2.69). FWWMX return over 5 years is better than : 40.82 vs. LVAMX (-4.72).
| FWWMX | LVAMX | FWWMX / LVAMX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.519 | 3.285 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 25.5M | 815,686% |
| Annual Yield % from dividends | 1.45 | 1.53 | 94% |
| Returns for 1 year | 5.50 | -2.69 | -204% |
| Returns for 3 years | 30.52 | -8.80 | -347% |
| Returns for 5 years | 40.82 | -4.72 | -865% |
| Returns for 10 years | N/A | 22.49 | - |