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FWWMX vs NBHEX
FWWMX vs NBHEX Comparison
Open Charts FWWMX vs NBHEX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Neuberger Berman Equity Income E
Price$15.60
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets991.22M
FWWMX vs NBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. NBHEX (991M). NBHEX pays higher dividends than FWWMX: NBHEX (2.49) vs FWWMX (1.38). FWWMX was incepted earlier than NBHEX: FWWMX (5 years) vs NBHEX (4 years). NBHEX (0.58) is less costly to investors than FWWMX (0.31). FWWMX (29.00) and NBHEX (28.00) have comparable annual turnover. NBHEX has a lower initial minimum investment than FWWMX: NBHEX (0) vs FWWMX (250). NBHEX annual gain was more profitable for investors over the last year : 7.96 vs. FWWMX (5.43).
| FWWMX | NBHEX | FWWMX / NBHEX | |
| Total Expense Ratio | 0.31 | 0.06 | 517% |
| Annual Report Gross Expense Ratio | 0.31 | 0.58 | 53% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 12.417 | 19.200 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 991M | 21,090% |
| Annual Yield % from dividends | 1.38 | 2.49 | 55% |
| Returns for 1 year | 5.43 | 7.96 | 68% |
| Returns for 3 years | 31.45 | 19.85 | 158% |
| Returns for 5 years | 47.63 | N/A | - |
| Returns for 10 years | N/A | N/A | - |