Interact to see
Advertisement
Advertisement
FWWMX vs USPFX
FWWMX vs USPFX Comparison
Open Charts FWWMX vs USPFX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value Advisor
Price$34.39
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets86.02M
FWWMX vs USPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. USPFX (86M). FWWMX pays higher dividends than USPFX: FWWMX (1.38) vs USPFX (0.16). FWWMX was incepted earlier than USPFX: FWWMX (5 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. USPFX (7.18). FWWMX has a lower initial minimum investment than USPFX: FWWMX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 7.15 vs. FWWMX (4.75). USPFX return over 5 years is better than : 64.35 vs. FWWMX (48.63).
| FWWMX | USPFX | FWWMX / USPFX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.55 | 20% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 11.858 | 10.181 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86M | 243,023% |
| Annual Yield % from dividends | 1.38 | 0.16 | 879% |
| Returns for 1 year | 4.75 | 7.15 | 66% |
| Returns for 3 years | 30.80 | 32.09 | 96% |
| Returns for 5 years | 48.63 | 64.35 | 76% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement