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FWMMX vs LCBOX
FWMMX vs LCBOX Comparison
Open Charts FWMMX vs LCBOX
American Funds Washington Mutual 529-F-2
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
ClearBridge Dividend Strategy 1
Price$31.23
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
FWMMX vs LCBOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. LCBOX (8.72B). FWMMX (1.38) and LCBOX (1.37) 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 : 4.00 vs. LCBOX (-2.82). FWMMX return over 5 years is better than : 47.46 vs. LCBOX (29.65).
| 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 | 8.493 | 6.664 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 8.72B | 2,339% |
| Annual Yield % from dividends | 1.38 | 1.37 | 100% |
| Returns for 1 year | 4.00 | -2.82 | -142% |
| Returns for 3 years | 30.40 | 18.10 | 168% |
| Returns for 5 years | 47.46 | 29.65 | 160% |
| Returns for 10 years | N/A | 78.92 | - |
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