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FWWMX vs USRTX
FWWMX vs USRTX Comparison
Open Charts FWWMX vs USRTX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
Horizon Multi-Factor U.S. Equity Advisor
Price$34.10
Change+$0.16 (+0.47%)
VolumeN/A
Net Assets705.19M
FWWMX vs USRTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. USRTX (705M). 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 : 4.12 vs. USRTX (2.11).
| 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 | 9.771 | 12.616 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 705M | 29,220% |
| Annual Yield % from dividends | 1.41 | 0.14 | 987% |
| Returns for 1 year | 4.12 | 2.11 | 195% |
| Returns for 3 years | 42.99 | 45.03 | 95% |
| Returns for 5 years | N/A | 30.71 | - |
| Returns for 10 years | N/A | N/A | - |