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FWWMX vs SJVAX
FWWMX vs SJVAX Comparison
Open Charts FWWMX vs SJVAX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Steward Large Cap Value A
Price$31.06
Change-$0.35 (-1.11%)
VolumeN/A
Net Assets109.8M
FWWMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SJVAX (110M). FWWMX pays higher dividends than SJVAX: FWWMX (1.41) vs SJVAX (1.16). FWWMX was incepted earlier than SJVAX: FWWMX (5 years) vs SJVAX (4 years). SJVAX (1.27) is less costly to investors than FWWMX (0.31). SJVAX is a more actively managed with annual turnover of: 133.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than SJVAX: FWWMX (250) vs SJVAX (1000). FWWMX annual gain was more profitable for investors over the last year : 3.95 vs. SJVAX (0.84).
| FWWMX | SJVAX | FWWMX / SJVAX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 9.919 | 11.146 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 110M | 190,000% |
| Annual Yield % from dividends | 1.41 | 1.16 | 122% |
| Returns for 1 year | 3.95 | 0.84 | 471% |
| Returns for 3 years | 32.88 | 39.56 | 83% |
| Returns for 5 years | 49.35 | N/A | - |
| Returns for 10 years | N/A | N/A | - |