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FWMMX vs SPUSX
FWMMX vs SPUSX Comparison
Open Charts FWMMX vs SPUSX
American Funds Washington Mutual 529-F-2
Price$66.16
Change+$0.24 (+0.36%)
VolumeN/A
Net Assets202.88B
Symmetry Panoramic US Equity I
Price$15.77
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets408.05M
FWMMX vs SPUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 203B vs. SPUSX (408M). FWMMX pays higher dividends than SPUSX: FWMMX (1.43) vs SPUSX (0.72). 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 (29.00). 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 : 6.57 vs. SPUSX (-1.57).
| 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 | 8.287 | 9.610 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 408M | 49,755% |
| Annual Yield % from dividends | 1.43 | 0.72 | 198% |
| Returns for 1 year | 6.57 | -1.57 | -419% |
| Returns for 3 years | 32.95 | 26.19 | 126% |
| Returns for 5 years | N/A | 49.09 | - |
| Returns for 10 years | N/A | N/A | - |
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