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FWWMX vs SOPAX
FWWMX vs SOPAX Comparison
Open Charts FWWMX vs SOPAX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy A
Price$32.10
Change+$0.28 (+0.88%)
VolumeN/A
Net Assets8.94B
FWWMX vs SOPAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SOPAX (8.94B). FWWMX pays higher dividends than SOPAX: FWWMX (1.38) vs SOPAX (1.09). 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 : 5.43 vs. SOPAX (-1.70). FWWMX return over 5 years is better than : 47.63 vs. SOPAX (27.89).
| 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 | 12.417 | 9.303 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.94B | 2,337% |
| Annual Yield % from dividends | 1.38 | 1.09 | 126% |
| Returns for 1 year | 5.43 | -1.70 | -319% |
| Returns for 3 years | 31.45 | 16.22 | 194% |
| Returns for 5 years | 47.63 | 27.89 | 171% |
| Returns for 10 years | N/A | 81.00 | - |
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