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FWWMX vs USRTX
FWWMX vs USRTX Comparison
Open Charts FWWMX vs USRTX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Horizon Multi-Factor U.S. Equity Advisor
Price$34.24
Change-$0.47 (-1.35%)
VolumeN/A
Net Assets725.76M
FWWMX vs USRTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. USRTX (726M). FWWMX pays higher dividends than USRTX: FWWMX (1.41) 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). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. USRTX (2.80). FWWMX return over 5 years is better than : 51.47 vs. USRTX (30.11).
| 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 | 11.480 | 14.630 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 726M | 28,788% |
| Annual Yield % from dividends | 1.41 | 0.14 | 991% |
| Returns for 1 year | 5.28 | 2.80 | 189% |
| Returns for 3 years | 33.88 | 37.01 | 92% |
| Returns for 5 years | 51.47 | 30.11 | 171% |
| Returns for 10 years | N/A | N/A | - |
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