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FWWMX vs OCLVX
FWWMX vs OCLVX Comparison
Open Charts FWWMX vs OCLVX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
Optimum Large Cap Value C
Price$20.06
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets1.91B
FWWMX vs OCLVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. OCLVX (1.91B). FWWMX pays higher dividends than OCLVX: FWWMX (1.41) vs OCLVX (0.00). FWWMX was incepted earlier than OCLVX: FWWMX (5 years) vs OCLVX (22 years). OCLVX (1.92) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). FWWMX has a lower initial minimum investment than OCLVX: FWWMX (250) vs OCLVX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.12 vs. OCLVX (-1.71).
| FWWMX | OCLVX | FWWMX / OCLVX | |
| Total Expense Ratio | 0.31 | 1.92 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.92 | 16% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.771 | 9.140 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 1.91B | 10,849% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 4.12 | -1.71 | -240% |
| Returns for 3 years | 42.99 | 11.63 | 370% |
| Returns for 5 years | N/A | 23.61 | - |
| Returns for 10 years | N/A | 34.18 | - |
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