Interact to see
Advertisement
Advertisement
FWWMX vs NBHEX
FWWMX vs NBHEX Comparison
Open Charts FWWMX vs NBHEX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Neuberger Equity Income E
Price$16.47
Change+$1.26 (+8.28%)
VolumeN/A
Net Assets1.04B
FWWMX vs NBHEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. NBHEX (1.04B). NBHEX pays higher dividends than FWWMX: NBHEX (2.43) vs FWWMX (1.45). FWWMX was incepted earlier than NBHEX: FWWMX (5 years) vs NBHEX (4 years). NBHEX (0.57) is less costly to investors than FWWMX (0.31). NBHEX is a more actively managed with annual turnover of: 31.00 vs. FWWMX (29.00). 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 : 21.58 vs. FWWMX (5.50).
| FWWMX | NBHEX | FWWMX / NBHEX | |
| Total Expense Ratio | 0.31 | 0.06 | 517% |
| Annual Report Gross Expense Ratio | 0.31 | 0.57 | 54% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 1.519 | 6.327 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.04B | 20,019% |
| Annual Yield % from dividends | 1.45 | 2.43 | 59% |
| Returns for 1 year | 5.50 | 21.58 | 26% |
| Returns for 3 years | 30.52 | 36.69 | 83% |
| Returns for 5 years | 40.82 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers