Ad is loading...
FWMMX vs MSOAX
FWMMX vs MSOAX Comparison
Open Charts FWMMX vs MSOAX
American Funds Washington Mutual 529-F-2
Price$59.77
Change+$4.29 (+7.73%)
VolumeN/A
Net Assets167.99B
NYLI WMC Enduring Capital
Price$38.62
Change+$2.56 (+7.10%)
VolumeN/A
Net Assets473.73M
FWMMX vs MSOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 168B vs. MSOAX (474M). FWMMX pays higher dividends than MSOAX: FWMMX (1.49) vs MSOAX (0.25). FWMMX was incepted earlier than MSOAX: FWMMX (4 years) vs MSOAX (27 years). MSOAX (0.94) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 vs. MSOAX (7.00). FWMMX has a lower initial minimum investment than MSOAX: FWMMX (250) vs MSOAX (15000). MSOAX annual gain was more profitable for investors over the last year : -2.93 vs. FWMMX (-8.24).
| FWMMX | MSOAX | FWMMX / MSOAX | |
| Total Expense Ratio | 0.35 | 0.94 | 37% |
| Annual Report Gross Expense Ratio | 0.35 | 0.94 | 37% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -9.524 | -5.155 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 474M | 35,443% |
| Annual Yield % from dividends | 1.49 | 0.25 | 587% |
| Returns for 1 year | -8.24 | -2.93 | 281% |
| Returns for 3 years | -1.02 | 9.73 | -10% |
| Returns for 5 years | N/A | 72.12 | - |
| Returns for 10 years | N/A | 82.96 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...