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FWMMX vs NBHEX
FWMMX vs NBHEX Comparison
Open Charts FWMMX vs NBHEX
American Funds Washington Mutual 529-F-2
Price$67.83
Change+$0.46 (+0.68%)
VolumeN/A
Net Assets209.78B
Neuberger Berman Equity Income E
Price$15.32
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets979.3M
FWMMX vs NBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 210B vs. NBHEX (979M). NBHEX pays higher dividends than FWMMX: NBHEX (2.55) vs FWMMX (1.38). FWMMX was incepted earlier than NBHEX: FWMMX (5 years) vs NBHEX (4 years). NBHEX (0.58) is less costly to investors than FWMMX (0.35). FWMMX (29.00) and NBHEX (28.00) have comparable annual turnover. NBHEX has a lower initial minimum investment than FWMMX: NBHEX (0) vs FWMMX (250). NBHEX annual gain was more profitable for investors over the last year : 8.73 vs. FWMMX (6.90).
| FWMMX | NBHEX | FWMMX / NBHEX | |
| Total Expense Ratio | 0.35 | 0.06 | 583% |
| Annual Report Gross Expense Ratio | 0.35 | 0.58 | 60% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 11.417 | 17.060 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210B | 979M | 21,450% |
| Annual Yield % from dividends | 1.38 | 2.55 | 54% |
| Returns for 1 year | 6.90 | 8.73 | 79% |
| Returns for 3 years | 40.42 | 27.01 | 150% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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