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FWWMX vs OCLVX
FWWMX vs OCLVX Comparison
Open Charts FWWMX vs OCLVX
American Funds Washington Mutual 529-F-3
Price$67.43
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets209.01B
Optimum Large Cap Value C
Price$20.30
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.94B
FWWMX vs OCLVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. OCLVX (1.94B). FWWMX pays higher dividends than OCLVX: FWWMX (1.41) vs OCLVX (0.00). FWWMX was incepted earlier than OCLVX: FWWMX (5 years) vs OCLVX (22 years). OCLVX (1.92) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). FWWMX has a lower initial minimum investment than OCLVX: FWWMX (250) vs OCLVX (1000). FWWMX annual gain was more profitable for investors over the last year : 7.14 vs. OCLVX (2.11).
| FWWMX | OCLVX | FWWMX / OCLVX | |
| Total Expense Ratio | 0.31 | 1.92 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.92 | 16% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 10.807 | 10.446 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 1.94B | 10,795% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 7.14 | 2.11 | 338% |
| Returns for 3 years | 42.15 | 11.78 | 358% |
| Returns for 5 years | N/A | 29.96 | - |
| Returns for 10 years | N/A | 37.87 | - |