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Analysis and predictions CWMAX vs FXAIX
CWMAX vs FXAIX Comparison
Open Charts CWMAX vs FXAIX
American Funds Washington Mutual 529A
Price$55.60
Change-$0.31 (-0.55%)
VolumeN/A
CapitalizationN/A
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CWMAX vs FXAIX Comparison Chart
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CWMAX vs. FXAIX commentary
Nov 28, 2023
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWMAX is a Buy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 408B vs. CWMAX (162B). CWMAX pays higher dividends than FXAIX: CWMAX (1.84) vs FXAIX (1.60). CWMAX was incepted earlier than FXAIX: CWMAX (22 years) vs FXAIX (13 years). CWMAX (0.62) is less costly to investors than FXAIX (0.01). CWMAX is a more actively managed with annual turnover of: 30.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CWMAX: FXAIX (0) vs CWMAX (250). FXAIX annual gain was more profitable for investors over the last year : 14.91 vs. CWMAX (4.19). FXAIX return over 5 years is better than : 74.86 vs. CWMAX (33.80).
| CWMAX | FXAIX | CWMAX / FXAIX | |
| Total Expense Ratio | 0.62 | 0.01 | 4,133% |
| Annual Report Gross Expense Ratio | 0.62 | 0.01 | 4,133% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 8.489 | 20.288 | 42% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 162B | 408B | 40% |
| Annual Yield % from dividends | 1.84 | 1.60 | 115% |
| Returns for 1 year | 4.19 | 14.91 | 28% |
| Returns for 3 years | 17.41 | 31.03 | 56% |
| Returns for 5 years | 33.80 | 74.86 | 45% |
| Returns for 10 years | 68.83 | 175.37 | 39% |