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FWMMX vs SJVAX
FWMMX vs SJVAX Comparison
Open Charts FWMMX vs SJVAX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Steward Large Cap Value A
Price$30.44
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets107.99M
FWMMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. SJVAX (108M). FWMMX pays higher dividends than SJVAX: FWMMX (1.38) vs SJVAX (1.16). FWMMX was incepted earlier than SJVAX: FWMMX (5 years) vs SJVAX (4 years). SJVAX (1.27) 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 : 4.55 vs. SJVAX (-0.92).
| FWMMX | SJVAX | FWMMX / SJVAX | |
| Total Expense Ratio | 0.35 | 1.00 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.27 | 28% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 8.871 | 7.820 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 108M | 188,889% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | 4.55 | -0.92 | -494% |
| Returns for 3 years | 30.85 | 35.21 | 88% |
| Returns for 5 years | 48.73 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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