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FWWMX vs LVOLX
FWWMX vs LVOLX Comparison
Open Charts FWWMX vs LVOLX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
SGI US Large Cap Equity A
Price$18.44
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets212.64M
FWWMX vs LVOLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. LVOLX (213M). FWWMX pays higher dividends than LVOLX: FWWMX (1.45) vs LVOLX (0.34). FWWMX was incepted earlier than LVOLX: FWWMX (5 years) vs LVOLX (10 years). LVOLX (1.23) is less costly to investors than FWWMX (0.31). LVOLX is a more actively managed with annual turnover of: 171.00 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 : 5.50 vs. LVOLX (0.46). FWWMX return over 5 years is better than : 40.82 vs. LVOLX (-9.77).
| FWWMX | LVOLX | FWWMX / LVOLX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 1.519 | 4.358 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 213M | 97,653% |
| Annual Yield % from dividends | 1.45 | 0.34 | 430% |
| Returns for 1 year | 5.50 | 0.46 | 1,208% |
| Returns for 3 years | 30.52 | 4.52 | 676% |
| Returns for 5 years | 40.82 | -9.77 | -418% |
| Returns for 10 years | N/A | 46.49 | - |
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