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FWMMX vs USPFX
FWMMX vs USPFX Comparison
Open Charts FWMMX vs USPFX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Union Street Partners Value Advisor
Price$32.87
Change-$0.18 (-0.54%)
VolumeN/A
Net Assets82.63M
FWMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. USPFX (82.6M). FWMMX pays higher dividends than USPFX: FWMMX (1.38) vs USPFX (0.16). FWMMX was incepted earlier than USPFX: FWMMX (5 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. USPFX (7.18). FWMMX has a lower initial minimum investment than USPFX: FWMMX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 5.87 vs. FWMMX (4.55). USPFX return over 5 years is better than : 68.19 vs. FWMMX (48.73).
| FWMMX | USPFX | FWMMX / USPFX | |
| Total Expense Ratio | 0.35 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.55 | 23% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.871 | 6.238 | 142% |
| 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 | 0.16 | 867% |
| Returns for 1 year | 4.55 | 5.87 | 78% |
| Returns for 3 years | 30.85 | 28.78 | 107% |
| Returns for 5 years | 48.73 | 68.19 | 71% |
| Returns for 10 years | N/A | N/A | - |
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