Interact to see
Advertisement
Advertisement
FWWMX vs OCLVX
FWWMX vs OCLVX Comparison
Open Charts FWWMX vs OCLVX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Optimum Large Cap Value C
Price$20.28
Change-$0.22 (-1.07%)
VolumeN/A
Net Assets1.92B
FWWMX vs OCLVX 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. OCLVX (1.92B). 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 : 5.28 vs. OCLVX (0.00). FWWMX return over 5 years is better than : 51.47 vs. OCLVX (20.76).
| 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 | 11.480 | 11.534 | 100% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 5.28 | 0.00 | - |
| Returns for 3 years | 33.88 | 4.59 | 738% |
| Returns for 5 years | 51.47 | 20.76 | 248% |
| Returns for 10 years | N/A | 37.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement