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FWWMX vs TRLCX
FWWMX vs TRLCX Comparison
Open Charts FWWMX vs TRLCX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Nuveen Large Cap Value Retire
Price$25.52
Change+$0.23 (+0.91%)
VolumeN/A
Net Assets6.25B
FWWMX vs TRLCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. TRLCX (6.25B). FWWMX pays higher dividends than TRLCX: FWWMX (1.38) vs TRLCX (1.10). FWWMX was incepted earlier than TRLCX: FWWMX (5 years) vs TRLCX (23 years). TRLCX (0.66) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. TRLCX (19.00). TRLCX has a lower initial minimum investment than FWWMX: TRLCX (0) vs FWWMX (250). TRLCX annual gain was more profitable for investors over the last year : 7.08 vs. FWWMX (5.43). FWWMX return over 5 years is better than : 47.63 vs. TRLCX (43.40).
| FWWMX | TRLCX | FWWMX / TRLCX | |
| Total Expense Ratio | 0.31 | 0.66 | 47% |
| Annual Report Gross Expense Ratio | 0.31 | 0.66 | 47% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 12.417 | 16.106 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.25B | 3,342% |
| Annual Yield % from dividends | 1.38 | 1.10 | 125% |
| Returns for 1 year | 5.43 | 7.08 | 77% |
| Returns for 3 years | 31.45 | 25.85 | 122% |
| Returns for 5 years | 47.63 | 43.40 | 110% |
| Returns for 10 years | N/A | 56.24 | - |
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