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FWMMX vs LBRIX
FWMMX vs LBRIX Comparison
Open Charts FWMMX vs LBRIX
American Funds Washington Mutual 529-F-2
Price$67.38
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
ClearBridge Dividend Strategy FI
Price$31.91
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets9.02B
FWMMX vs LBRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LBRIX (9.02B). FWMMX pays higher dividends than LBRIX: FWMMX (1.38) vs LBRIX (1.01). FWMMX was incepted earlier than LBRIX: FWMMX (5 years) vs LBRIX (12 years). LBRIX (1.27) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than FWMMX: LBRIX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 7.02 vs. LBRIX (2.88).
| FWMMX | LBRIX | FWMMX / LBRIX | |
| Total Expense Ratio | 0.35 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.27 | 28% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 10.678 | 9.207 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 9.02B | 2,318% |
| Annual Yield % from dividends | 1.38 | 1.01 | 137% |
| Returns for 1 year | 7.02 | 2.88 | 243% |
| Returns for 3 years | 47.01 | 33.77 | 139% |
| Returns for 5 years | N/A | 35.73 | - |
| Returns for 10 years | N/A | 85.04 | - |
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