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FWWMX vs NBHEX
FWWMX vs NBHEX Comparison
Open Charts FWWMX vs NBHEX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
Neuberger Berman Equity Income E
Price$15.22
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets973.71M
FWWMX vs NBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. NBHEX (974M). NBHEX pays higher dividends than FWWMX: NBHEX (2.55) vs FWWMX (1.41). 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 : 6.99 vs. FWWMX (4.12).
| 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 | 9.771 | 16.296 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 974M | 21,253% |
| Annual Yield % from dividends | 1.41 | 2.55 | 55% |
| Returns for 1 year | 4.12 | 6.99 | 59% |
| Returns for 3 years | 42.99 | 29.53 | 146% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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