CWMAX
Price
$55.60
Change
-$0.31 (-0.55%)
Updated
Nov 27, 6:59 PM EST
FXAIX
Price
$158.30
Change
-$0.31 (-0.20%)
Updated
Nov 27, 6:59 PM EST
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Analysis and predictions CWMAX vs FXAIX

Header iconCWMAX vs FXAIX Comparison
Open Charts CWMAX vs FXAIXBanner chart's image
American Funds Washington Mutual 529A
Price$55.60
Change-$0.31 (-0.55%)
VolumeN/A
CapitalizationN/A
Fidelity® 500 Index
Price$158.30
Change-$0.31 (-0.20%)
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).
CWMAXFXAIXCWMAX / FXAIX
Total Expense Ratio0.620.014,133%
Annual Report Gross Expense Ratio0.620.014,133%
Fund Existence22 years13 years-
Gain YTD8.48920.28842%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRA250N/A-
Net Assets162B408B40%
Annual Yield % from dividends1.841.60115%
Returns for 1 year4.1914.9128%
Returns for 3 years17.4131.0356%
Returns for 5 years33.8074.8645%
Returns for 10 years68.83175.3739%
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