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FWWMX vs USPCX
FWWMX vs USPCX Comparison
Open Charts FWWMX vs USPCX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value C
Price$32.46
Change+$1.21 (+3.87%)
VolumeN/A
Net Assets87.59M
FWWMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. USPCX (87.6M). FWWMX pays higher dividends than USPCX: FWWMX (1.45) vs USPCX (0.00). FWWMX was incepted earlier than USPCX: FWWMX (5 years) vs USPCX (15 years). USPCX (2.45) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. USPCX (12.93). FWWMX has a lower initial minimum investment than USPCX: FWWMX (250) vs USPCX (2500). USPCX annual gain was more profitable for investors over the last year : 11.01 vs. FWWMX (5.50). USPCX return over 5 years is better than : 50.28 vs. FWWMX (40.82).
| FWWMX | USPCX | FWWMX / USPCX | |
| Total Expense Ratio | 0.31 | 2.15 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.45 | 13% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 1.519 | 2.236 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 87.6M | 237,443% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 5.50 | 11.01 | 50% |
| Returns for 3 years | 30.52 | 27.44 | 111% |
| Returns for 5 years | 40.82 | 50.28 | 81% |
| Returns for 10 years | N/A | 161.19 | - |
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