Interact to see
Advertisement
Advertisement
FWWMX vs PEQIX
FWWMX vs PEQIX Comparison
Open Charts FWWMX vs PEQIX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Victory Pioneer Equity Income A
Price$26.01
Change+$0.87 (+3.46%)
VolumeN/A
Net Assets833.8M
FWWMX vs PEQIX 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. PEQIX (834M). PEQIX pays higher dividends than FWWMX: PEQIX (1.93) vs FWWMX (1.45). FWWMX was incepted earlier than PEQIX: FWWMX (5 years) vs PEQIX (36 years). PEQIX (1.02) is less costly to investors than FWWMX (0.31). PEQIX is a more actively managed with annual turnover of: 49.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than PEQIX: FWWMX (250) vs PEQIX (2500). PEQIX annual gain was more profitable for investors over the last year : 6.03 vs. FWWMX (5.50). FWWMX return over 5 years is better than : 40.82 vs. PEQIX (-22.57).
| FWWMX | PEQIX | FWWMX / PEQIX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.02 | 30% |
| Fund Existence | 5 years | 36 years | - |
| Gain YTD | 1.519 | 5.947 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 834M | 24,940% |
| Annual Yield % from dividends | 1.45 | 1.93 | 75% |
| Returns for 1 year | 5.50 | 6.03 | 91% |
| Returns for 3 years | 30.52 | -21.30 | -143% |
| Returns for 5 years | 40.82 | -22.57 | -181% |
| Returns for 10 years | N/A | 6.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers