Interact to see
Advertisement
Advertisement
FWWMX vs SHAPX
FWWMX vs SHAPX Comparison
Open Charts FWWMX vs SHAPX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
ClearBridge Appreciation A
Price$35.37
Change-$3.97 (-10.09%)
VolumeN/A
Net Assets9.58B
FWWMX vs SHAPX 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. SHAPX (9.58B). FWWMX pays higher dividends than SHAPX: FWWMX (1.45) vs SHAPX (0.29). FWWMX was incepted earlier than SHAPX: FWWMX (5 years) vs SHAPX (56 years). SHAPX (0.91) is less costly to investors than FWWMX (0.31). FWWMX (29.00) and SHAPX (28.00) have comparable annual turnover. FWWMX has a lower initial minimum investment than SHAPX: FWWMX (250) vs SHAPX (1000). FWWMX annual gain was more profitable for investors over the last year : 5.50 vs. SHAPX (-0.21). FWWMX return over 5 years is better than : 40.82 vs. SHAPX (23.83).
| FWWMX | SHAPX | FWWMX / SHAPX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 5 years | 56 years | - |
| Gain YTD | 1.519 | 1.755 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.58B | 2,172% |
| Annual Yield % from dividends | 1.45 | 0.29 | 500% |
| Returns for 1 year | 5.50 | -0.21 | -2,578% |
| Returns for 3 years | 30.52 | 28.66 | 106% |
| Returns for 5 years | 40.82 | 23.83 | 171% |
| Returns for 10 years | N/A | 102.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers