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FWMMX vs USPCX
FWMMX vs USPCX Comparison
Open Charts FWMMX vs USPCX
American Funds Washington Mutual 529-F-2
Price$67.43
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets209.01B
Union Street Partners Value C
Price$31.49
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets84.77M
FWMMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. USPCX (84.8M). FWMMX pays higher dividends than USPCX: FWMMX (1.38) vs USPCX (0.00). FWMMX was incepted earlier than USPCX: FWMMX (5 years) vs USPCX (14 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 annual gain was more profitable for investors over the last year : 9.53 vs. FWMMX (7.08).
| 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 | 14 years | - |
| Gain YTD | 10.760 | 8.661 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 84.8M | 246,462% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 7.08 | 9.53 | 74% |
| Returns for 3 years | 42.01 | 44.38 | 95% |
| Returns for 5 years | N/A | 79.74 | - |
| Returns for 10 years | N/A | 126.45 | - |
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