Interact to see
Advertisement
Advertisement
FWWMX vs SJVAX
FWWMX vs SJVAX Comparison
Open Charts FWWMX vs SJVAX
American Funds Washington Mutual 529-F-3
Price$65.89
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
Steward Large Cap Value A
Price$30.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.99M
FWWMX vs SJVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SJVAX (118M). FWWMX pays higher dividends than SJVAX: FWWMX (1.38) vs SJVAX (1.13). 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 (6.12) and SJVAX (5.95) have marching annual gain over last year.
| 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 | 8.276 | 7.679 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 118M | 177,119% |
| Annual Yield % from dividends | 1.38 | 1.13 | 122% |
| Returns for 1 year | 6.12 | 5.95 | 103% |
| Returns for 3 years | 33.00 | 37.00 | 89% |
| Returns for 5 years | 45.39 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement