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FWMMX vs LSVMX
FWMMX vs LSVMX Comparison
Open Charts FWMMX vs LSVMX
American Funds Washington Mutual 529-F-2
Price$66.23
Change+$0.64 (+0.98%)
VolumeN/A
Net Assets204.09B
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.19 (+1.70%)
VolumeN/A
Net Assets24.31M
FWMMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. LSVMX (24.3M). LSVMX pays higher dividends than FWMMX: LSVMX (2.87) vs FWMMX (1.38). FWMMX was incepted earlier than LSVMX: FWMMX (5 years) vs LSVMX (11 years). LSVMX (0.87) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). FWMMX has a lower initial minimum investment than LSVMX: FWMMX (250) vs LSVMX (100000). FWMMX annual gain was more profitable for investors over the last year : 3.51 vs. LSVMX (-5.04). FWMMX return over 5 years is better than : 48.62 vs. LSVMX (11.80).
| FWMMX | LSVMX | FWMMX / LSVMX | |
| Total Expense Ratio | 0.35 | 0.55 | 64% |
| Annual Report Gross Expense Ratio | 0.35 | 0.87 | 40% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.789 | 12.277 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 24.3M | 839,506% |
| Annual Yield % from dividends | 1.38 | 2.87 | 48% |
| Returns for 1 year | 3.51 | -5.04 | -70% |
| Returns for 3 years | 29.13 | -4.65 | -627% |
| Returns for 5 years | 48.62 | 11.80 | 412% |
| Returns for 10 years | N/A | 34.99 | - |
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