Interact to see
Advertisement
Advertisement
FWWMX vs SJVIX
FWWMX vs SJVIX Comparison
Open Charts FWWMX vs SJVIX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Steward Large Cap Value I
Price$31.20
Change-$0.35 (-1.11%)
VolumeN/A
Net Assets109.8M
FWWMX vs SJVIX 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. SJVIX (110M). FWWMX pays higher dividends than SJVIX: FWWMX (1.41) vs SJVIX (1.30). FWWMX was incepted earlier than SJVIX: FWWMX (5 years) vs SJVIX (4 years). SJVIX (1.01) is less costly to investors than FWWMX (0.31). SJVIX is a more actively managed with annual turnover of: 133.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than SJVIX: FWWMX (250) vs SJVIX (100000). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. SJVIX (1.10).
| FWWMX | SJVIX | FWWMX / SJVIX | |
| Total Expense Ratio | 0.31 | 0.75 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 11.480 | 11.405 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 110M | 190,000% |
| Annual Yield % from dividends | 1.41 | 1.30 | 108% |
| Returns for 1 year | 5.28 | 1.10 | 482% |
| Returns for 3 years | 33.88 | 40.69 | 83% |
| Returns for 5 years | 51.47 | 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