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CRFIX vs FWMMX
CRFIX vs FWMMX Comparison
Open Charts CRFIX vs FWMMX
Calvert Focused Value I
Price$12.32
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets65.14M
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
CRFIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. CRFIX (65.1M). FWMMX pays higher dividends than CRFIX: FWMMX (1.38) vs CRFIX (1.16). CRFIX was incepted earlier than FWMMX: CRFIX (4 years) vs FWMMX (5 years). CRFIX (0.88) is less costly to investors than FWMMX (0.35). CRFIX is a more actively managed with annual turnover of: 107.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than CRFIX: FWMMX (250) vs CRFIX (1000000). FWMMX annual gain was more profitable for investors over the last year : 4.55 vs. CRFIX (1.27).
| CRFIX | FWMMX | CRFIX / FWMMX | |
| Total Expense Ratio | 0.74 | 0.35 | 211% |
| Annual Report Gross Expense Ratio | 0.88 | 0.35 | 251% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 8.151 | 8.871 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1M | 204B | 0% |
| Annual Yield % from dividends | 1.16 | 1.38 | 84% |
| Returns for 1 year | 1.27 | 4.55 | 28% |
| Returns for 3 years | 25.10 | 30.85 | 81% |
| Returns for 5 years | N/A | 48.73 | - |
| Returns for 10 years | N/A | N/A | - |
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