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BFSIX vs FWMMX
BFSIX vs FWMMX Comparison
Open Charts BFSIX vs FWMMX
BFS Equity Institutional
Price$26.74
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets61.78M
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
BFSIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. BFSIX (61.8M). FWMMX pays higher dividends than BFSIX: FWMMX (1.38) vs BFSIX (0.43). BFSIX was incepted earlier than FWMMX: BFSIX (12 years) vs FWMMX (5 years). BFSIX (1.17) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (16.10). FWMMX has a lower initial minimum investment than BFSIX: FWMMX (250) vs BFSIX (1000). BFSIX (4.57) and FWMMX (4.55) have marching annual gain over last year. FWMMX return over 5 years is better than : 48.73 vs. BFSIX (43.50).
| BFSIX | FWMMX | BFSIX / FWMMX | |
| Total Expense Ratio | 0.99 | 0.35 | 283% |
| Annual Report Gross Expense Ratio | 1.17 | 0.35 | 334% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 7.088 | 8.871 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 204B | 0% |
| Annual Yield % from dividends | 0.43 | 1.38 | 31% |
| Returns for 1 year | 4.57 | 4.55 | 100% |
| Returns for 3 years | 48.41 | 30.85 | 157% |
| Returns for 5 years | 43.50 | 48.73 | 89% |
| Returns for 10 years | 130.66 | N/A | - |
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