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FWMMX vs SJCAX
FWMMX vs SJCAX Comparison
Open Charts FWMMX vs SJCAX
American Funds Washington Mutual 529-F-2
Price$64.59
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
Steward Large Cap Core A
Price$31.91
Change+$0.27 (+0.85%)
VolumeN/A
Net Assets175.12M
FWMMX vs SJCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 202B vs. SJCAX (175M). FWMMX pays higher dividends than SJCAX: FWMMX (1.44) vs SJCAX (0.38). 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 : 13.44 vs. FWMMX (7.83).
| 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 | 5.717 | 4.281 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 175M | 115,429% |
| Annual Yield % from dividends | 1.44 | 0.38 | 378% |
| Returns for 1 year | 7.83 | 13.44 | 58% |
| Returns for 3 years | 33.74 | 63.25 | 53% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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