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FWWMX vs LVAMX
FWWMX vs LVAMX Comparison
Open Charts FWWMX vs LVAMX
American Funds Washington Mutual 529-F-3
Price$65.89
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
LSV US Managed Volatility Investor
Price$10.05
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets24.8M
FWWMX vs LVAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LVAMX (24.8M). LVAMX pays higher dividends than FWWMX: LVAMX (2.57) vs FWWMX (1.38). 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). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LVAMX (18.00). 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 : 6.12 vs. LVAMX (-2.83). FWWMX return over 5 years is better than : 45.39 vs. LVAMX (-3.95).
| 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 | 8.276 | -1.760 | -470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.8M | 842,742% |
| Annual Yield % from dividends | 1.38 | 2.57 | 54% |
| Returns for 1 year | 6.12 | -2.83 | -217% |
| Returns for 3 years | 33.00 | -9.03 | -365% |
| Returns for 5 years | 45.39 | -3.95 | -1,149% |
| Returns for 10 years | N/A | 15.75 | - |
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