Interact to see
Advertisement
Advertisement
FWMMX vs WTRCX
FWMMX vs WTRCX Comparison
Open Charts FWMMX vs WTRCX
American Funds Washington Mutual 529-F-2
Price$66.23
Change+$0.64 (+0.98%)
VolumeN/A
Net Assets202.17B
Macquarie Core Equity Fund
Price$12.96
Change+$0.11 (+0.86%)
VolumeN/A
Net Assets3.68B
FWMMX vs WTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 202B vs. WTRCX (3.68B). FWMMX pays higher dividends than WTRCX: FWMMX (1.38) vs WTRCX (0.00). FWMMX was incepted earlier than WTRCX: FWMMX (5 years) vs WTRCX (33 years). WTRCX (1.76) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). FWMMX has a lower initial minimum investment than WTRCX: FWMMX (250) vs WTRCX (1000). FWMMX annual gain was more profitable for investors over the last year : 3.51 vs. WTRCX (-8.02). FWMMX return over 5 years is better than : 48.62 vs. WTRCX (-2.97).
| FWMMX | WTRCX | FWMMX / WTRCX | |
| Total Expense Ratio | 0.35 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.76 | 20% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 8.789 | 11.149 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 3.68B | 5,489% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 3.51 | -8.02 | -44% |
| Returns for 3 years | 29.13 | -0.16 | -17,673% |
| Returns for 5 years | 48.62 | -2.97 | -1,635% |
| Returns for 10 years | N/A | 2.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HDRVX | 18.35 | 0.22 | +1.21% |
| Janus Henderson International Div N | |||
| FSPCX | 89.19 | N/A | N/A |
| Fidelity Select Insurance Port | |||
| IGFRX | 24.14 | N/A | N/A |
| Invesco EQV International Equity R6 | |||
| FIOOX | 17.84 | N/A | N/A |
| Fidelity Series Large Cap Value Index | |||
| VLPCX | 16.38 | N/A | N/A |
| Virtus Duff & Phelps Sel MLP & Engy C | |||