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FWMMX vs LCBOX
FWMMX vs LCBOX Comparison
Open Charts FWMMX vs LCBOX
American Funds Washington Mutual 529-F-2
Price$67.83
Change+$0.46 (+0.68%)
VolumeN/A
Net Assets209.78B
ClearBridge Dividend Strategy 1
Price$31.97
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets8.94B
FWMMX vs LCBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 210B vs. LCBOX (8.94B). FWMMX (1.38) and LCBOX (1.35) have matching dividends . FWMMX was incepted earlier than LCBOX: FWMMX (5 years) vs LCBOX (15 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 : 6.90 vs. LCBOX (0.49).
| 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 | 15 years | - |
| Gain YTD | 11.417 | 9.016 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210B | 8.94B | 2,349% |
| Annual Yield % from dividends | 1.38 | 1.35 | 102% |
| Returns for 1 year | 6.90 | 0.49 | 1,397% |
| Returns for 3 years | 40.42 | 27.20 | 149% |
| Returns for 5 years | N/A | 37.26 | - |
| Returns for 10 years | N/A | 83.90 | - |
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