Interact to see
Advertisement
Advertisement
FWWMX vs OALVX
FWWMX vs OALVX Comparison
Open Charts FWWMX vs OALVX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Optimum Large Cap Value A
Price$20.48
Change-$0.22 (-1.06%)
VolumeN/A
Net Assets1.92B
FWWMX vs OALVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. OALVX (1.92B). FWWMX pays higher dividends than OALVX: FWWMX (1.41) vs OALVX (0.76). FWWMX was incepted earlier than OALVX: FWWMX (5 years) vs OALVX (22 years). OALVX (1.17) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). FWWMX has a lower initial minimum investment than OALVX: FWWMX (250) vs OALVX (1000). FWWMX annual gain was more profitable for investors over the last year : 3.95 vs. OALVX (-0.32). FWWMX return over 5 years is better than : 49.35 vs. OALVX (24.30).
| FWWMX | OALVX | FWWMX / OALVX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.919 | 11.063 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.92B | 10,874% |
| Annual Yield % from dividends | 1.41 | 0.76 | 186% |
| Returns for 1 year | 3.95 | -0.32 | -1,252% |
| Returns for 3 years | 32.88 | 6.80 | 484% |
| Returns for 5 years | 49.35 | 24.30 | 203% |
| Returns for 10 years | N/A | 44.06 | - |