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FWWMX vs USPFX
FWWMX vs USPFX Comparison
Open Charts FWWMX vs USPFX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Union Street Partners Value Advisor
Price$33.83
Change-$0.44 (-1.28%)
VolumeN/A
Net Assets84.57M
FWWMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. USPFX (84.6M). FWWMX pays higher dividends than USPFX: FWWMX (1.41) 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 : 10.66 vs. FWWMX (5.28). USPFX return over 5 years is better than : 76.32 vs. FWWMX (51.47).
| 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 | 11.480 | 10.763 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 84.6M | 247,045% |
| Annual Yield % from dividends | 1.41 | 0.16 | 886% |
| Returns for 1 year | 5.28 | 10.66 | 50% |
| Returns for 3 years | 33.88 | 34.27 | 99% |
| Returns for 5 years | 51.47 | 76.32 | 67% |
| Returns for 10 years | N/A | N/A | - |
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