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FWWMX vs SRFMX
FWWMX vs SRFMX Comparison
Open Charts FWWMX vs SRFMX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
FWWMX vs SRFMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. SRFMX (78.6M). FWWMX pays higher dividends than SRFMX: FWWMX (1.45) vs SRFMX (0.37). 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 : 5.50 vs. SRFMX (-18.46). FWWMX return over 5 years is better than : 40.82 vs. SRFMX (-22.39).
| 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 | 1.519 | -1.348 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 78.6M | 264,631% |
| Annual Yield % from dividends | 1.45 | 0.37 | 395% |
| Returns for 1 year | 5.50 | -18.46 | -30% |
| Returns for 3 years | 30.52 | -16.14 | -189% |
| Returns for 5 years | 40.82 | -22.39 | -182% |
| Returns for 10 years | N/A | 45.87 | - |
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