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FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
American Funds Washington Mutual 529-F-3
Price$67.51
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets208.74B
LSV US Managed Volatility Institutional
Price$11.43
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets24.47M
FWWMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. LSVMX (24.5M). LSVMX pays higher dividends than FWWMX: LSVMX (2.85) vs FWWMX (1.41). FWWMX was incepted earlier than LSVMX: FWWMX (5 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). FWWMX has a lower initial minimum investment than LSVMX: FWWMX (250) vs LSVMX (100000). FWWMX annual gain was more profitable for investors over the last year : 6.65 vs. LSVMX (-1.83).
| FWWMX | LSVMX | FWWMX / LSVMX | |
| Total Expense Ratio | 0.31 | 0.55 | 56% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.938 | 13.069 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 24.5M | 853,061% |
| Annual Yield % from dividends | 1.41 | 2.85 | 50% |
| Returns for 1 year | 6.65 | -1.83 | -363% |
| Returns for 3 years | 47.43 | 9.06 | 524% |
| Returns for 5 years | N/A | 14.57 | - |
| Returns for 10 years | N/A | 36.46 | - |
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