Interact to see
Advertisement
Advertisement
FWWMX vs NFJEX
FWWMX vs NFJEX Comparison
Open Charts FWWMX vs NFJEX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Virtus NFJ Dividend Value Inst
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets502.55M
FWWMX vs NFJEX 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. NFJEX (503M). NFJEX pays higher dividends than FWWMX: NFJEX (2.24) vs FWWMX (1.45). FWWMX was incepted earlier than NFJEX: FWWMX (5 years) vs NFJEX (26 years). NFJEX (0.74) is less costly to investors than FWWMX (0.31). NFJEX is a more actively managed with annual turnover of: 36.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than NFJEX: FWWMX (250) vs NFJEX (1000000). FWWMX annual gain was more profitable for investors over the last year : 5.50 vs. NFJEX (0.83). FWWMX return over 5 years is better than : 40.82 vs. NFJEX (3.79).
| FWWMX | NFJEX | FWWMX / NFJEX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.74 | 42% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 1.519 | 5.545 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 503M | 41,352% |
| Annual Yield % from dividends | 1.45 | 2.24 | 65% |
| Returns for 1 year | 5.50 | 0.83 | 661% |
| Returns for 3 years | 30.52 | 5.69 | 536% |
| Returns for 5 years | 40.82 | 3.79 | 1,076% |
| Returns for 10 years | N/A | -6.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers