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FWWMX vs VELIX
FWWMX vs VELIX Comparison
Open Charts FWWMX vs VELIX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
FWWMX vs VELIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. VELIX (70M). FWWMX pays higher dividends than VELIX: FWWMX (1.41) vs VELIX (0.26). FWWMX was incepted earlier than VELIX: FWWMX (5 years) vs VELIX (5 years). VELIX (1.03) is less costly to investors than FWWMX (0.31). VELIX is a more actively managed with annual turnover of: 62.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than VELIX: FWWMX (250) vs VELIX (2500). FWWMX annual gain was more profitable for investors over the last year : 3.95 vs. VELIX (-1.71). VELIX return over 5 years is better than : 62.44 vs. FWWMX (49.35).
| FWWMX | VELIX | FWWMX / VELIX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 9.919 | 7.276 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 70M | 298,571% |
| Annual Yield % from dividends | 1.41 | 0.26 | 547% |
| Returns for 1 year | 3.95 | -1.71 | -231% |
| Returns for 3 years | 32.88 | 29.59 | 111% |
| Returns for 5 years | 49.35 | 62.44 | 79% |
| Returns for 10 years | N/A | N/A | - |
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