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FWWMX vs SVFDX
FWWMX vs SVFDX Comparison
Open Charts FWWMX vs SVFDX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
FWWMX vs SVFDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. SVFDX (4.29B). FWWMX pays higher dividends than SVFDX: FWWMX (1.45) vs SVFDX (1.29). FWWMX was incepted earlier than SVFDX: FWWMX (5 years) vs SVFDX (11 years). SVFDX (4.74) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. SVFDX (13.30). FWWMX has a lower initial minimum investment than SVFDX: FWWMX (250) vs SVFDX (25000). SVFDX annual gain was more profitable for investors over the last year : 7.92 vs. FWWMX (5.50). SVFDX return over 5 years is better than : 60.21 vs. FWWMX (40.82).
| FWWMX | SVFDX | FWWMX / SVFDX | |
| Total Expense Ratio | 0.31 | 1.60 | 19% |
| Annual Report Gross Expense Ratio | 0.31 | 4.74 | 7% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 1.519 | 4.572 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 4.29B | 4,847% |
| Annual Yield % from dividends | 1.45 | 1.29 | 112% |
| Returns for 1 year | 5.50 | 7.92 | 69% |
| Returns for 3 years | 30.52 | 24.57 | 124% |
| Returns for 5 years | 40.82 | 60.21 | 68% |
| Returns for 10 years | N/A | 151.05 | - |
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