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FWWMX vs LBRIX
FWWMX vs LBRIX Comparison
Open Charts FWWMX vs LBRIX
American Funds Washington Mutual 529-F-3
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
ClearBridge Dividend Strategy FI
Price$31.03
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
FWWMX vs LBRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. LBRIX (8.72B). FWWMX pays higher dividends than LBRIX: FWWMX (1.41) vs LBRIX (1.03). FWWMX was incepted earlier than LBRIX: FWWMX (5 years) vs LBRIX (13 years). LBRIX (1.27) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than FWWMX: LBRIX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.03 vs. LBRIX (-3.28). FWWMX return over 5 years is better than : 47.75 vs. LBRIX (27.44).
| FWWMX | LBRIX | FWWMX / LBRIX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 8.539 | 6.266 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 8.72B | 2,339% |
| Annual Yield % from dividends | 1.41 | 1.03 | 137% |
| Returns for 1 year | 4.03 | -3.28 | -123% |
| Returns for 3 years | 30.52 | 16.60 | 184% |
| Returns for 5 years | 47.75 | 27.44 | 174% |
| Returns for 10 years | N/A | 74.80 | - |
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