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FWMMX vs SPUSX
FWMMX vs SPUSX Comparison
Open Charts FWMMX vs SPUSX
American Funds Washington Mutual 529-F-2
Price$64.59
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets200.46B
Symmetry Panoramic US Equity I
Price$15.29
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets412.71M
FWMMX vs SPUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 200B vs. SPUSX (413M). FWMMX pays higher dividends than SPUSX: FWMMX (1.44) vs SPUSX (0.73). FWMMX was incepted earlier than SPUSX: FWMMX (5 years) vs SPUSX (7 years). SPUSX (0.86) is less costly to investors than FWMMX (0.35). SPUSX is a more actively managed with annual turnover of: 33.00 vs. FWMMX (31.00). FWMMX has a lower initial minimum investment than SPUSX: FWMMX (250) vs SPUSX (1000). FWMMX annual gain was more profitable for investors over the last year : 7.83 vs. SPUSX (-1.53).
| FWMMX | SPUSX | FWMMX / SPUSX | |
| Total Expense Ratio | 0.35 | 0.62 | 56% |
| Annual Report Gross Expense Ratio | 0.35 | 0.86 | 41% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 5.717 | 5.710 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200B | 413M | 48,426% |
| Annual Yield % from dividends | 1.44 | 0.73 | 198% |
| Returns for 1 year | 7.83 | -1.53 | -513% |
| Returns for 3 years | 33.74 | 29.31 | 115% |
| Returns for 5 years | N/A | 59.24 | - |
| Returns for 10 years | N/A | N/A | - |
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