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FWMMX vs LMESX
FWMMX vs LMESX Comparison
Open Charts FWMMX vs LMESX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
ClearBridge Appreciation IS
Price$38.81
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets9.45B
FWMMX vs LMESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. LMESX (9.45B). FWMMX pays higher dividends than LMESX: FWMMX (1.38) vs LMESX (0.71). 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). FWMMX annual gain was more profitable for investors over the last year : 4.55 vs. LMESX (2.81). FWMMX return over 5 years is better than : 48.73 vs. LMESX (41.39).
| 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 | 8.871 | 11.916 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 9.45B | 2,159% |
| Annual Yield % from dividends | 1.38 | 0.71 | 195% |
| Returns for 1 year | 4.55 | 2.81 | 162% |
| Returns for 3 years | 30.85 | 33.82 | 91% |
| Returns for 5 years | 48.73 | 41.39 | 118% |
| Returns for 10 years | N/A | 96.74 | - |
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