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FWMMX vs USPCX
FWMMX vs USPCX Comparison
Open Charts FWMMX vs USPCX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Union Street Partners Value C
Price$30.49
Change-$0.17 (-0.55%)
VolumeN/A
Net Assets82.63M
FWMMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. USPCX (82.6M). FWMMX pays higher dividends than USPCX: FWMMX (1.38) vs USPCX (0.00). FWMMX was incepted earlier than USPCX: FWMMX (5 years) vs USPCX (15 years). USPCX (2.45) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. USPCX (7.18). FWMMX has a lower initial minimum investment than USPCX: FWMMX (250) vs USPCX (2500). USPCX (4.74) and FWMMX (4.55) have marching annual gain over last year. USPCX return over 5 years is better than : 59.80 vs. FWMMX (48.73).
| FWMMX | USPCX | FWMMX / USPCX | |
| Total Expense Ratio | 0.35 | 2.15 | 16% |
| Annual Report Gross Expense Ratio | 0.35 | 2.45 | 14% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 8.871 | 5.210 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 82.6M | 246,973% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 4.55 | 4.74 | 96% |
| Returns for 3 years | 30.85 | 24.91 | 124% |
| Returns for 5 years | 48.73 | 59.80 | 81% |
| Returns for 10 years | N/A | 109.40 | - |
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