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FWWMX vs PLVIX
FWWMX vs PLVIX Comparison
Open Charts FWWMX vs PLVIX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Principal Large Cap Value III Inst
Price$20.57
Change-$0.20 (-0.96%)
VolumeN/A
Net Assets2.89B
FWWMX vs PLVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. PLVIX (2.89B). FWWMX pays higher dividends than PLVIX: FWWMX (1.41) vs PLVIX (1.24). FWWMX was incepted earlier than PLVIX: FWWMX (5 years) vs PLVIX (25 years). PLVIX (0.71) is less costly to investors than FWWMX (0.31). PLVIX is a more actively managed with annual turnover of: 41.10 vs. FWWMX (29.00). PLVIX has a lower initial minimum investment than FWWMX: PLVIX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. PLVIX (-2.14). FWWMX return over 5 years is better than : 51.47 vs. PLVIX (31.76).
| FWWMX | PLVIX | FWWMX / PLVIX | |
| Total Expense Ratio | 0.31 | 0.69 | 45% |
| Annual Report Gross Expense Ratio | 0.31 | 0.71 | 44% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 11.480 | 9.316 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 2.89B | 7,239% |
| Annual Yield % from dividends | 1.41 | 1.24 | 114% |
| Returns for 1 year | 5.28 | -2.14 | -247% |
| Returns for 3 years | 33.88 | 12.78 | 265% |
| Returns for 5 years | 51.47 | 31.76 | 162% |
| Returns for 10 years | N/A | 56.31 | - |
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