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AFNAX vs FWWMX
AFNAX vs FWWMX Comparison
Open Charts AFNAX vs FWWMX
Bahl & Gaynor Income Growth A
Price$24.80
Change-$0.31 (-1.23%)
VolumeN/A
Net Assets1.84B
American Funds Washington Mutual 529-F-3
Price$61.16
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
AFNAX vs FWWMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 187B vs. AFNAX (1.84B). AFNAX (1.52) and FWWMX (1.46) have matching dividends . AFNAX was incepted earlier than FWWMX: AFNAX (13 years) vs FWWMX (4 years). AFNAX (0.85) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 vs. AFNAX (12.00). FWWMX has a lower initial minimum investment than AFNAX: FWWMX (250) vs AFNAX (2500). AFNAX annual gain was more profitable for investors over the last year : 5.83 vs. FWWMX (2.11).
| AFNAX | FWWMX | AFNAX / FWWMX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.85 | 0.31 | 274% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 1.528 | -0.634 | -241% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 187B | 1% |
| Annual Yield % from dividends | 1.52 | 1.46 | 104% |
| Returns for 1 year | 5.83 | 2.11 | 276% |
| Returns for 3 years | 15.73 | 15.20 | 104% |
| Returns for 5 years | 79.26 | N/A | - |
| Returns for 10 years | 122.31 | N/A | - |