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FWWMX vs USRTX
FWWMX vs USRTX Comparison
Open Charts FWWMX vs USRTX
American Funds Washington Mutual 529-F-3
Price$66.87
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
Horizon Multi-Factor U.S. Equity Advisor
Price$33.25
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets752.91M
FWWMX vs USRTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. USRTX (753M). FWWMX pays higher dividends than USRTX: FWWMX (1.47) vs USRTX (0.17). FWWMX was incepted earlier than USRTX: FWWMX (5 years) vs USRTX (6 years). USRTX (1.19) is less costly to investors than FWWMX (0.31). USRTX is a more actively managed with annual turnover of: 164.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than USRTX: FWWMX (250) vs USRTX (2500). USRTX (9.24) and FWWMX (9.10) have marching annual gain over last year. FWWMX return over 5 years is better than : 43.87 vs. USRTX (20.21).
| FWWMX | USRTX | FWWMX / USRTX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.19 | 26% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 2.593 | 1.869 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 753M | 27,623% |
| Annual Yield % from dividends | 1.47 | 0.17 | 870% |
| Returns for 1 year | 9.10 | 9.24 | 99% |
| Returns for 3 years | 32.30 | 30.78 | 105% |
| Returns for 5 years | 43.87 | 20.21 | 217% |
| Returns for 10 years | N/A | N/A | - |
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