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FWMMX vs WTRCX
FWMMX vs WTRCX Comparison
Open Charts FWMMX vs WTRCX
American Funds Washington Mutual 529-F-2
Price$64.99
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets194.6B
Macquarie Core Equity Fund
Price$12.14
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets3.8B
FWMMX vs WTRCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 195B vs. WTRCX (3.8B). FWMMX pays higher dividends than WTRCX: FWMMX (1.44) vs WTRCX (0.00). FWMMX was incepted earlier than WTRCX: FWMMX (5 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than FWMMX (0.35). WTRCX is a more actively managed with annual turnover of: 35.00 vs. FWMMX (31.00). 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 : 6.08 vs. WTRCX (-3.27).
| FWMMX | WTRCX | FWMMX / WTRCX | |
| Total Expense Ratio | 0.35 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.75 | 20% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 5.985 | 4.117 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 3.8B | 5,136% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 6.08 | -3.27 | -186% |
| Returns for 3 years | 20.76 | -8.39 | -248% |
| Returns for 5 years | N/A | 2.12 | - |
| Returns for 10 years | N/A | -4.23 | - |
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