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FWWMX vs LVOLX
FWWMX vs LVOLX Comparison
Open Charts FWWMX vs LVOLX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
SGI US Large Cap Equity A
Price$18.47
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets224.43M
FWWMX vs LVOLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. LVOLX (224M). FWWMX pays higher dividends than LVOLX: FWWMX (1.41) vs LVOLX (0.17). 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 : 4.12 vs. LVOLX (-16.02).
| 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 | 9.771 | 4.705 | 208% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 224M | 92,411% |
| Annual Yield % from dividends | 1.41 | 0.17 | 855% |
| Returns for 1 year | 4.12 | -16.02 | -26% |
| Returns for 3 years | 42.99 | 8.14 | 528% |
| Returns for 5 years | N/A | -5.42 | - |
| Returns for 10 years | N/A | N/A | - |