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FWMMX vs SJCAX
FWMMX vs SJCAX Comparison
Open Charts FWMMX vs SJCAX
American Funds Washington Mutual 529-F-2
Price$62.94
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets189.96B
Steward Large Cap Core A
Price$30.17
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets162.93M
FWMMX vs SJCAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 190B vs. SJCAX (163M). FWMMX pays higher dividends than SJCAX: FWMMX (1.51) vs SJCAX (0.42). FWMMX was incepted earlier than SJCAX: FWMMX (5 years) vs SJCAX (4 years). SJCAX (1.22) is less costly to investors than FWMMX (0.35). SJCAX is a more actively managed with annual turnover of: 98.00 vs. FWMMX (31.00). FWMMX has a lower initial minimum investment than SJCAX: FWMMX (250) vs SJCAX (1000). SJCAX annual gain was more profitable for investors over the last year : 10.91 vs. FWMMX (2.35).
| FWMMX | SJCAX | FWMMX / SJCAX | |
| Total Expense Ratio | 0.35 | 1.00 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.22 | 29% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 2.642 | -1.373 | -192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190B | 163M | 116,564% |
| Annual Yield % from dividends | 1.51 | 0.42 | 357% |
| Returns for 1 year | 2.35 | 10.91 | 22% |
| Returns for 3 years | 21.80 | 49.50 | 44% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |