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FWMMX vs LVAEX
FWMMX vs LVAEX Comparison
Open Charts FWMMX vs LVAEX
American Funds Washington Mutual 529-F-2
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
LSV Value Equity Investor
Price$29.09
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets1.07B
FWMMX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. LVAEX (1.07B). LVAEX pays higher dividends than FWMMX: LVAEX (1.58) vs FWMMX (1.38). FWMMX was incepted earlier than LVAEX: FWMMX (5 years) vs LVAEX (11 years). LVAEX (0.92) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). FWMMX has a lower initial minimum investment than LVAEX: FWMMX (250) vs LVAEX (1000). FWMMX annual gain was more profitable for investors over the last year : 4.00 vs. LVAEX (0.29). FWMMX return over 5 years is better than : 47.46 vs. LVAEX (26.66).
| FWMMX | LVAEX | FWMMX / LVAEX | |
| Total Expense Ratio | 0.35 | 0.92 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 0.92 | 38% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.493 | 11.077 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 1.07B | 18,994% |
| Annual Yield % from dividends | 1.38 | 1.58 | 88% |
| Returns for 1 year | 4.00 | 0.29 | 1,386% |
| Returns for 3 years | 30.40 | 10.24 | 297% |
| Returns for 5 years | 47.46 | 26.66 | 178% |
| Returns for 10 years | N/A | 47.50 | - |
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