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FWMMX vs LCBOX
FWMMX vs LCBOX Comparison
Open Charts FWMMX vs LCBOX
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.51B
ClearBridge Dividend Strategy 1
Price$31.58
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets8.86B
FWMMX vs LCBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. LCBOX (8.86B). LCBOX (1.42) and FWMMX (1.40) have matching dividends . FWMMX was incepted earlier than LCBOX: FWMMX (5 years) vs LCBOX (14 years). LCBOX (0.72) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than FWMMX: LCBOX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 7.92 vs. LCBOX (4.16).
| FWMMX | LCBOX | FWMMX / LCBOX | |
| Total Expense Ratio | 0.35 | 0.72 | 49% |
| Annual Report Gross Expense Ratio | 0.35 | 0.72 | 49% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 8.189 | 7.348 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 8.86B | 2,313% |
| Annual Yield % from dividends | 1.40 | 1.42 | 99% |
| Returns for 1 year | 7.92 | 4.16 | 191% |
| Returns for 3 years | 36.44 | 22.90 | 159% |
| Returns for 5 years | N/A | 36.30 | - |
| Returns for 10 years | N/A | 91.52 | - |