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FWWMX vs SRFMX
FWWMX vs SRFMX Comparison
Open Charts FWWMX vs SRFMX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
FWWMX vs SRFMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. SRFMX (89.8M). FWWMX pays higher dividends than SRFMX: FWWMX (1.43) vs SRFMX (0.44). FWWMX was incepted earlier than SRFMX: FWWMX (5 years) vs SRFMX (12 years). SRFMX (0.78) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. SRFMX (13.00). FWWMX has a lower initial minimum investment than SRFMX: FWWMX (250) vs SRFMX (2500). FWWMX annual gain was more profitable for investors over the last year : 5.70 vs. SRFMX (-8.94).
| FWWMX | SRFMX | FWWMX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.771 | 8.153 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 89.8M | 229,399% |
| Annual Yield % from dividends | 1.43 | 0.44 | 322% |
| Returns for 1 year | 5.70 | -8.94 | -64% |
| Returns for 3 years | 47.53 | 16.08 | 296% |
| Returns for 5 years | N/A | 7.96 | - |
| Returns for 10 years | N/A | 79.70 | - |
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