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FWWMX vs LVOLX
FWWMX vs LVOLX Comparison
Open Charts FWWMX vs LVOLX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
SGI US Large Cap Equity A
Price$18.91
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets213.42M
FWWMX vs LVOLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LVOLX (213M). FWWMX pays higher dividends than LVOLX: FWWMX (1.38) vs LVOLX (0.16). FWWMX was incepted earlier than LVOLX: FWWMX (5 years) vs LVOLX (10 years). LVOLX (1.22) is less costly to investors than FWWMX (0.31). LVOLX is a more actively managed with annual turnover of: 194.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than LVOLX: FWWMX (250) vs LVOLX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.75 vs. LVOLX (-15.94). FWWMX return over 5 years is better than : 48.63 vs. LVOLX (-4.22).
| FWWMX | LVOLX | FWWMX / LVOLX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 11.858 | 7.653 | 155% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 213M | 98,122% |
| Annual Yield % from dividends | 1.38 | 0.16 | 857% |
| Returns for 1 year | 4.75 | -15.94 | -30% |
| Returns for 3 years | 30.80 | 0.51 | 6,076% |
| Returns for 5 years | 48.63 | -4.22 | -1,153% |
| Returns for 10 years | N/A | 35.13 | - |
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