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FWMMX vs OCLVX
FWMMX vs OCLVX Comparison
Open Charts FWMMX vs OCLVX
American Funds Washington Mutual 529-F-2
Price$67.43
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets209.01B
Optimum Large Cap Value C
Price$20.30
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.94B
FWMMX vs OCLVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. OCLVX (1.94B). FWMMX pays higher dividends than OCLVX: FWMMX (1.38) vs OCLVX (0.00). FWMMX was incepted earlier than OCLVX: FWMMX (5 years) vs OCLVX (22 years). OCLVX (1.92) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). FWMMX has a lower initial minimum investment than OCLVX: FWMMX (250) vs OCLVX (1000). FWMMX annual gain was more profitable for investors over the last year : 7.08 vs. OCLVX (2.11).
| FWMMX | OCLVX | FWMMX / OCLVX | |
| Total Expense Ratio | 0.35 | 1.92 | 18% |
| Annual Report Gross Expense Ratio | 0.35 | 1.92 | 18% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 10.760 | 10.446 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.94B | 10,795% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 7.08 | 2.11 | 335% |
| Returns for 3 years | 42.01 | 11.78 | 357% |
| Returns for 5 years | N/A | 29.96 | - |
| Returns for 10 years | N/A | 37.87 | - |