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FWWMX vs TRLIX
FWWMX vs TRLIX Comparison
Open Charts FWWMX vs TRLIX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Nuveen Large Cap Value R6
Price$25.12
Change-$0.34 (-1.34%)
VolumeN/A
Net Assets6.26B
FWWMX vs TRLIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. TRLIX (6.26B). FWWMX pays higher dividends than TRLIX: FWWMX (1.41) vs TRLIX (1.30). FWWMX was incepted earlier than TRLIX: FWWMX (5 years) vs TRLIX (23 years). TRLIX (0.41) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. TRLIX (19.00). FWWMX has a lower initial minimum investment than TRLIX: FWWMX (250) vs TRLIX (1000000). TRLIX annual gain was more profitable for investors over the last year : 7.70 vs. FWWMX (5.28). FWWMX (51.47) and TRLIX (50.34) have equivalent 5 years return.
| FWWMX | TRLIX | FWWMX / TRLIX | |
| Total Expense Ratio | 0.31 | 0.41 | 76% |
| Annual Report Gross Expense Ratio | 0.31 | 0.41 | 76% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 11.480 | 15.308 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.26B | 3,341% |
| Annual Yield % from dividends | 1.41 | 1.30 | 109% |
| Returns for 1 year | 5.28 | 7.70 | 69% |
| Returns for 3 years | 33.88 | 27.98 | 121% |
| Returns for 5 years | 51.47 | 50.34 | 102% |
| Returns for 10 years | N/A | 61.82 | - |
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