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FWMMX vs SJVAX
FWMMX vs SJVAX Comparison
Open Charts FWMMX vs SJVAX
American Funds Washington Mutual 529-F-2
Price$67.52
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
Steward Large Cap Value A
Price$30.75
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets102.27M
FWMMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. SJVAX (102M). FWMMX pays higher dividends than SJVAX: FWMMX (1.38) vs SJVAX (1.15). FWMMX was incepted earlier than SJVAX: FWMMX (5 years) vs SJVAX (4 years). SJVAX (1.26) is less costly to investors than FWMMX (0.35). SJVAX is a more actively managed with annual turnover of: 133.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than SJVAX: FWMMX (250) vs SJVAX (1000). FWMMX annual gain was more profitable for investors over the last year : 6.61 vs. SJVAX (2.93).
| FWMMX | SJVAX | FWMMX / SJVAX | |
| Total Expense Ratio | 0.35 | 1.00 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.26 | 28% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 10.908 | 8.669 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 102M | 204,902% |
| Annual Yield % from dividends | 1.38 | 1.15 | 120% |
| Returns for 1 year | 6.61 | 2.93 | 225% |
| Returns for 3 years | 47.31 | 55.88 | 85% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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