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FWMMX vs SOPAX
FWMMX vs SOPAX Comparison
Open Charts FWMMX vs SOPAX
American Funds Washington Mutual 529-F-2
Price$64.27
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
ClearBridge Dividend Strategy A
Price$32.46
Change-$0.14 (-0.43%)
VolumeN/A
CapitalizationN/A
FWMMX vs SOPAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 191B vs. SOPAX (8.51B). FWMMX pays higher dividends than SOPAX: FWMMX (1.66) vs SOPAX (1.19). FWMMX was incepted earlier than SOPAX: FWMMX (4 years) vs SOPAX (32 years). FWMMX is a more actively managed with annual turnover of: 30.00 vs. SOPAX (19.00). FWMMX has a lower initial minimum investment than SOPAX: FWMMX (250) vs SOPAX (1000). FWMMX (18.42) and SOPAX (17.78) have marching annual gain over last year.
| FWMMX | SOPAX | FWMMX / SOPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | 13.688 | 17.638 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 8.51B | 2,245% |
| Annual Yield % from dividends | 1.66 | 1.19 | 139% |
| Returns for 1 year | 18.42 | 17.78 | 104% |
| Returns for 3 years | 13.20 | 2.62 | 504% |
| Returns for 5 years | N/A | 32.18 | - |
| Returns for 10 years | N/A | 74.25 | - |
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