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FWMMX vs WTRCX
FWMMX vs WTRCX Comparison
Open Charts FWMMX vs WTRCX
American Funds Washington Mutual 529-F-2
Price$64.55
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets200.51B
Macquarie Core Equity Fund
Price$12.72
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets3.91B
FWMMX vs WTRCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 201B vs. WTRCX (3.91B). FWMMX pays higher dividends than WTRCX: FWMMX (1.43) 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). 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 : 10.12 vs. WTRCX (3.08).
| 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 | 5.652 | 9.091 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201B | 3.91B | 5,146% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 10.12 | 3.08 | 329% |
| Returns for 3 years | 28.20 | -3.43 | -823% |
| Returns for 5 years | N/A | 1.37 | - |
| Returns for 10 years | N/A | -0.44 | - |
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