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FWMMX vs SPUSX
FWMMX vs SPUSX Comparison
Open Charts FWMMX vs SPUSX
FWMMX vs SPUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 214B vs. SPUSX (444M). FWMMX pays higher dividends than SPUSX: FWMMX (1.37) vs SPUSX (0.67). FWMMX was incepted earlier than SPUSX: FWMMX (6 years) vs SPUSX (8 years). SPUSX (0.84) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. SPUSX (18.00). FWMMX has a lower initial minimum investment than SPUSX: FWMMX (250) vs SPUSX (1000). SPUSX annual gain was more profitable for investors over the last year : 19.28 vs. FWMMX (8.07). FWMMX return over 5 years is better than : 29.24 vs. SPUSX (26.37).
| FWMMX | SPUSX | FWMMX / SPUSX | |
| Total Expense Ratio | 0.35 | 0.65 | 54% |
| Annual Report Gross Expense Ratio | 0.35 | 0.84 | 42% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 5.546 | 11.780 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 444M | 48,198% |
| Annual Yield % from dividends | 1.37 | 0.67 | 205% |
| Returns for 1 year | 8.07 | 19.28 | 42% |
| Returns for 3 years | 32.96 | 38.57 | 85% |
| Returns for 5 years | 29.24 | 26.37 | 111% |
| Returns for 10 years | N/A | N/A | - |
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