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FWWMX vs LVAMX
FWWMX vs LVAMX Comparison
Open Charts FWWMX vs LVAMX
American Funds Washington Mutual 529-F-3
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
LSV US Managed Volatility Investor
Price$11.45
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets24.17M
FWWMX vs LVAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. LVAMX (24.2M). LVAMX pays higher dividends than FWWMX: LVAMX (2.62) vs FWWMX (1.41). FWWMX was incepted earlier than LVAMX: FWWMX (5 years) vs LVAMX (11 years). LVAMX (1.12) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. LVAMX (18.00). FWWMX has a lower initial minimum investment than LVAMX: FWWMX (250) vs LVAMX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.03 vs. LVAMX (-4.45). FWWMX return over 5 years is better than : 47.75 vs. LVAMX (9.70).
| FWWMX | LVAMX | FWWMX / LVAMX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.539 | 11.437 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 24.2M | 842,975% |
| Annual Yield % from dividends | 1.41 | 2.62 | 54% |
| Returns for 1 year | 4.03 | -4.45 | -91% |
| Returns for 3 years | 30.52 | -4.27 | -715% |
| Returns for 5 years | 47.75 | 9.70 | 492% |
| Returns for 10 years | N/A | 31.54 | - |
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