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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 (442M). FWMMX pays higher dividends than SPUSX: FWMMX (1.39) vs SPUSX (0.66). 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 : 14.66 vs. FWMMX (6.98). FWMMX return over 5 years is better than : 31.36 vs. SPUSX (25.47).
| 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 | 4.996 | 13.482 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 442M | 49,548% |
| Annual Yield % from dividends | 1.39 | 0.66 | 211% |
| Returns for 1 year | 6.98 | 14.66 | 48% |
| Returns for 3 years | 27.89 | 30.70 | 91% |
| Returns for 5 years | 31.36 | 25.47 | 123% |
| Returns for 10 years | N/A | N/A | - |