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FWWMX vs USRTX
FWWMX vs USRTX Comparison
Open Charts FWWMX vs USRTX
American Funds Washington Mutual 529-F-3
Price$65.90
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
Horizon Multi-Factor U.S. Equity Advisor
Price$32.99
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets741.62M
FWWMX vs USRTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. USRTX (742M). FWWMX pays higher dividends than USRTX: FWWMX (1.38) vs USRTX (0.14). 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 (6.73) and FWWMX (6.42) have marching annual gain over last year. FWWMX return over 5 years is better than : 45.42 vs. USRTX (22.07).
| 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 | 8.292 | 8.950 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 742M | 28,167% |
| Annual Yield % from dividends | 1.38 | 0.14 | 982% |
| Returns for 1 year | 6.42 | 6.73 | 95% |
| Returns for 3 years | 33.08 | 32.60 | 101% |
| Returns for 5 years | 45.42 | 22.07 | 206% |
| Returns for 10 years | N/A | N/A | - |
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