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FWMMX vs WTRCX
FWMMX vs WTRCX Comparison
Open Charts FWMMX vs WTRCX
American Funds Washington Mutual 529-F-2
Price$59.77
Change+$4.29 (+7.73%)
VolumeN/A
Net Assets167.99B
Macquarie Core Equity Fund
Price$11.00
Change+$0.83 (+8.16%)
VolumeN/A
Net Assets3.22B
FWMMX vs WTRCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 168B vs. WTRCX (3.22B). FWMMX pays higher dividends than WTRCX: FWMMX (1.49) vs WTRCX (0.00). FWMMX was incepted earlier than WTRCX: FWMMX (4 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 : -8.24 vs. WTRCX (-16.91).
| FWMMX | WTRCX | FWMMX / WTRCX | |
| Total Expense Ratio | 0.35 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.75 | 20% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | -9.524 | -12.779 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 3.22B | 5,224% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | -8.24 | -16.91 | 49% |
| Returns for 3 years | -1.02 | -27.62 | 4% |
| Returns for 5 years | N/A | -1.64 | - |
| Returns for 10 years | N/A | -21.44 | - |
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