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FWMMX vs SVFDX
FWMMX vs SVFDX Comparison
Open Charts FWMMX vs SVFDX
American Funds Washington Mutual 529-F-2
Price$67.11
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets208.03B
FWMMX vs SVFDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. SVFDX (4.37B). SVFDX pays higher dividends than FWMMX: SVFDX (1.46) vs FWMMX (1.38). FWMMX was incepted earlier than SVFDX: FWMMX (5 years) vs SVFDX (11 years). SVFDX (4.74) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. SVFDX (13.30). FWMMX has a lower initial minimum investment than SVFDX: FWMMX (250) vs SVFDX (25000). FWMMX annual gain was more profitable for investors over the last year : 4.95 vs. SVFDX (-2.85).
| FWMMX | SVFDX | FWMMX / SVFDX | |
| Total Expense Ratio | 0.35 | 1.60 | 22% |
| Annual Report Gross Expense Ratio | 0.35 | 4.74 | 7% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.235 | 2.593 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 4.37B | 4,756% |
| Annual Yield % from dividends | 1.38 | 1.46 | 95% |
| Returns for 1 year | 4.95 | -2.85 | -174% |
| Returns for 3 years | 41.91 | 28.53 | 147% |
| Returns for 5 years | N/A | 81.68 | - |
| Returns for 10 years | N/A | 105.22 | - |
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