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FWWMX vs MSOAX
FWWMX vs MSOAX Comparison
Open Charts FWWMX vs MSOAX
American Funds Washington Mutual 529-F-3
Price$59.77
Change+$4.29 (+7.73%)
VolumeN/A
Net Assets167.99B
NYLI WMC Enduring Capital
Price$38.62
Change+$2.56 (+7.10%)
VolumeN/A
Net Assets473.73M
FWWMX vs MSOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 168B vs. MSOAX (474M). FWWMX pays higher dividends than MSOAX: FWWMX (1.52) vs MSOAX (0.25). FWWMX was incepted earlier than MSOAX: FWWMX (4 years) vs MSOAX (27 years). MSOAX (0.94) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 vs. MSOAX (7.00). FWWMX has a lower initial minimum investment than MSOAX: FWWMX (250) vs MSOAX (15000). MSOAX annual gain was more profitable for investors over the last year : -2.93 vs. FWWMX (-8.20).
| FWWMX | MSOAX | FWWMX / MSOAX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -9.502 | -5.155 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 474M | 35,443% |
| Annual Yield % from dividends | 1.52 | 0.25 | 598% |
| Returns for 1 year | -8.20 | -2.93 | 279% |
| Returns for 3 years | -0.90 | 9.73 | -9% |
| Returns for 5 years | N/A | 72.12 | - |
| Returns for 10 years | N/A | 82.96 | - |
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