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FWMMX vs USGRX
FWMMX vs USGRX Comparison
Open Charts FWMMX vs USGRX
American Funds Washington Mutual 529-F-2
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
FWMMX vs USGRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. USGRX (2.12B). FWMMX pays higher dividends than USGRX: FWMMX (1.38) vs USGRX (0.73). FWMMX was incepted earlier than USGRX: FWMMX (5 years) vs USGRX (32 years). USGRX (0.86) is less costly to investors than FWMMX (0.35). USGRX is a more actively managed with annual turnover of: 61.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than USGRX: FWMMX (250) vs USGRX (3000). FWMMX annual gain was more profitable for investors over the last year : 4.00 vs. USGRX (-6.33). FWMMX return over 5 years is better than : 47.46 vs. USGRX (24.48).
| FWMMX | USGRX | FWMMX / USGRX | |
| Total Expense Ratio | 0.35 | 0.86 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 0.86 | 41% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 8.493 | 12.866 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 2.12B | 9,645% |
| Annual Yield % from dividends | 1.38 | 0.73 | 188% |
| Returns for 1 year | 4.00 | -6.33 | -63% |
| Returns for 3 years | 30.40 | 27.37 | 111% |
| Returns for 5 years | 47.46 | 24.48 | 194% |
| Returns for 10 years | N/A | 30.39 | - |
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