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BFSIX vs FWMMX
BFSIX vs FWMMX Comparison
Open Charts BFSIX vs FWMMX
BFS Equity Institutional
Price$26.37
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets62.53M
American Funds Washington Mutual 529-F-2
Price$64.55
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets200.91B
BFSIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 201B vs. BFSIX (62.5M). FWMMX pays higher dividends than BFSIX: FWMMX (1.43) vs BFSIX (0.45). BFSIX was incepted earlier than FWMMX: BFSIX (12 years) vs FWMMX (5 years). BFSIX (1.21) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (22.31). FWMMX has a lower initial minimum investment than BFSIX: FWMMX (250) vs BFSIX (1000). BFSIX annual gain was more profitable for investors over the last year : 15.44 vs. FWMMX (10.12).
| BFSIX | FWMMX | BFSIX / FWMMX | |
| Total Expense Ratio | 0.99 | 0.35 | 283% |
| Annual Report Gross Expense Ratio | 1.21 | 0.35 | 346% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 5.638 | 5.652 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.5M | 201B | 0% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 15.44 | 10.12 | 153% |
| Returns for 3 years | 43.00 | 28.20 | 152% |
| Returns for 5 years | 49.21 | N/A | - |
| Returns for 10 years | 128.90 | N/A | - |
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