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FWMMX vs LCBDX
FWMMX vs LCBDX Comparison
Open Charts FWMMX vs LCBDX
American Funds Washington Mutual 529-F-2
Price$67.52
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
ClearBridge Tactical Dividend Income IS
Price$25.39
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets357.88M
FWMMX vs LCBDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LCBDX (358M). LCBDX pays higher dividends than FWMMX: LCBDX (3.36) vs FWMMX (1.38). FWMMX was incepted earlier than LCBDX: FWMMX (5 years) vs LCBDX (12 years). LCBDX (1.07) is less costly to investors than FWMMX (0.35). LCBDX is a more actively managed with annual turnover of: 59.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than LCBDX: FWMMX (250) vs LCBDX (1000000). FWMMX annual gain was more profitable for investors over the last year : 6.61 vs. LCBDX (5.98).
| FWMMX | LCBDX | FWMMX / LCBDX | |
| Total Expense Ratio | 0.35 | 1.07 | 33% |
| Annual Report Gross Expense Ratio | 0.35 | 1.07 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 10.908 | 3.499 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 358M | 58,380% |
| Annual Yield % from dividends | 1.38 | 3.36 | 41% |
| Returns for 1 year | 6.61 | 5.98 | 111% |
| Returns for 3 years | 47.31 | 59.34 | 80% |
| Returns for 5 years | N/A | 84.46 | - |
| Returns for 10 years | N/A | 119.23 | - |
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