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FWMMX vs LMESX
FWMMX vs LMESX Comparison
Open Charts FWMMX vs LMESX
American Funds Washington Mutual 529-F-2
Price$67.52
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
ClearBridge Appreciation IS
Price$39.40
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets9.71B
FWMMX vs LMESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. LMESX (9.71B). FWMMX pays higher dividends than LMESX: FWMMX (1.38) vs LMESX (0.72). FWMMX was incepted earlier than LMESX: FWMMX (5 years) vs LMESX (17 years). LMESX (0.56) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LMESX (17.00). FWMMX has a lower initial minimum investment than LMESX: FWMMX (250) vs LMESX (1000000). LMESX annual gain was more profitable for investors over the last year : 7.96 vs. FWMMX (6.61).
| FWMMX | LMESX | FWMMX / LMESX | |
| Total Expense Ratio | 0.35 | 0.56 | 62% |
| Annual Report Gross Expense Ratio | 0.35 | 0.56 | 62% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 10.908 | 13.830 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 9.71B | 2,152% |
| Annual Yield % from dividends | 1.38 | 0.72 | 193% |
| Returns for 1 year | 6.61 | 7.96 | 83% |
| Returns for 3 years | 47.31 | 49.56 | 95% |
| Returns for 5 years | N/A | 47.99 | - |
| Returns for 10 years | N/A | 108.57 | - |
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