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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: 219B vs. SPUSX (446M). FWMMX pays higher dividends than SPUSX: FWMMX (1.41) vs SPUSX (0.65). 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 : 15.49 vs. FWMMX (5.72). FWMMX return over 5 years is better than : 30.58 vs. SPUSX (27.36).
| 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 | 3.822 | 14.005 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 446M | 49,103% |
| Annual Yield % from dividends | 1.41 | 0.65 | 216% |
| Returns for 1 year | 5.72 | 15.49 | 37% |
| Returns for 3 years | 29.02 | 34.15 | 85% |
| Returns for 5 years | 30.58 | 27.36 | 112% |
| Returns for 10 years | N/A | N/A | - |
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