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FWWMX vs PLVJX
FWWMX vs PLVJX Comparison
Open Charts FWWMX vs PLVJX
American Funds Washington Mutual 529-F-3
Price$68.10
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets211.91B
Principal Large Cap Value III J
Price$20.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.73B
FWWMX vs PLVJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 212B vs. PLVJX (2.73B). FWWMX pays higher dividends than PLVJX: FWWMX (1.38) vs PLVJX (1.07). FWWMX was incepted earlier than PLVJX: FWWMX (5 years) vs PLVJX (25 years). PLVJX (0.95) is less costly to investors than FWWMX (0.31). PLVJX is a more actively managed with annual turnover of: 41.10 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than PLVJX: FWWMX (250) vs PLVJX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.75 vs. PLVJX (-3.85). FWWMX return over 5 years is better than : 48.63 vs. PLVJX (26.03).
| FWWMX | PLVJX | FWWMX / PLVJX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.95 | 33% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 11.858 | 9.252 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212B | 2.73B | 7,766% |
| Annual Yield % from dividends | 1.38 | 1.07 | 129% |
| Returns for 1 year | 4.75 | -3.85 | -123% |
| Returns for 3 years | 30.80 | 9.86 | 312% |
| Returns for 5 years | 48.63 | 26.03 | 187% |
| Returns for 10 years | N/A | 46.29 | - |
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