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FWMMX vs JLVMX
FWMMX vs JLVMX Comparison
Open Charts FWMMX vs JLVMX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
JPMorgan Large Cap Value R6
Price$21.66
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.33B
FWMMX vs JLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. JLVMX (5.33B). FWMMX (1.38) and JLVMX (1.33) have matching dividends . FWMMX was incepted earlier than JLVMX: FWMMX (5 years) vs JLVMX (15 years). JLVMX (0.50) is less costly to investors than FWMMX (0.35). JLVMX is a more actively managed with annual turnover of: 185.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than JLVMX: FWMMX (250) vs JLVMX (15000000). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. JLVMX (-0.82).
| FWMMX | JLVMX | FWMMX / JLVMX | |
| Total Expense Ratio | 0.35 | 0.44 | 80% |
| Annual Report Gross Expense Ratio | 0.35 | 0.50 | 70% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.725 | 10.875 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 5.33B | 3,881% |
| Annual Yield % from dividends | 1.38 | 1.33 | 104% |
| Returns for 1 year | 4.08 | -0.82 | -495% |
| Returns for 3 years | 42.85 | 28.24 | 152% |
| Returns for 5 years | N/A | 65.87 | - |
| Returns for 10 years | N/A | 71.72 | - |
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