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FWWMX vs RFEBX
FWWMX vs RFEBX Comparison
Open Charts FWWMX vs RFEBX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
American Funds Fundamental Invs R2E
Price$93.69
Change-$1.84 (-1.93%)
VolumeN/A
Net Assets163.01B
FWWMX vs RFEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. RFEBX (163B). FWWMX pays higher dividends than RFEBX: FWWMX (1.41) vs RFEBX (0.49). FWWMX was incepted earlier than RFEBX: FWWMX (5 years) vs RFEBX (11 years). RFEBX (1.07) is less costly to investors than FWWMX (0.31). FWWMX (29.00) and RFEBX (28.00) have comparable annual turnover. FWWMX (250) and RFEBX (250) have matching initial minimum investment requirements. RFEBX annual gain was more profitable for investors over the last year : 9.67 vs. FWWMX (5.28). FWWMX (51.47) and RFEBX (50.05) have equivalent 5 years return.
| FWWMX | RFEBX | FWWMX / RFEBX | |
| Total Expense Ratio | 0.31 | 1.07 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.07 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 11.480 | 19.546 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 163B | 128% |
| Annual Yield % from dividends | 1.41 | 0.49 | 290% |
| Returns for 1 year | 5.28 | 9.67 | 55% |
| Returns for 3 years | 33.88 | 55.34 | 61% |
| Returns for 5 years | 51.47 | 50.05 | 103% |
| Returns for 10 years | N/A | 88.01 | - |
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