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FWWMX vs SOPAX
FWWMX vs SOPAX Comparison
Open Charts FWWMX vs SOPAX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy A
Price$31.61
Change-$0.36 (-1.13%)
VolumeN/A
Net Assets8.93B
FWWMX vs SOPAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SOPAX (8.93B). FWWMX pays higher dividends than SOPAX: FWWMX (1.41) vs SOPAX (1.12). FWWMX was incepted earlier than SOPAX: FWWMX (5 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. SOPAX (19.00). FWWMX has a lower initial minimum investment than SOPAX: FWWMX (250) vs SOPAX (1000). FWWMX annual gain was more profitable for investors over the last year : 3.95 vs. SOPAX (-1.32). FWWMX return over 5 years is better than : 49.35 vs. SOPAX (30.90).
| FWWMX | SOPAX | FWWMX / SOPAX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.00 | 31% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 9.919 | 8.860 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.41 | 1.12 | 126% |
| Returns for 1 year | 3.95 | -1.32 | -299% |
| Returns for 3 years | 32.88 | 19.48 | 169% |
| Returns for 5 years | 49.35 | 30.90 | 160% |
| Returns for 10 years | N/A | 85.02 | - |
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