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FWWMX vs OCRDX
FWWMX vs OCRDX Comparison
Open Charts FWWMX vs OCRDX
American Funds Washington Mutual 529-F-3
Price$59.77
Change+$4.29 (+7.73%)
VolumeN/A
Net Assets167.99B
Invesco Rising Dividends C
Price$17.48
Change+$1.32 (+8.17%)
VolumeN/A
Net Assets2.95B
FWWMX vs OCRDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 168B vs. OCRDX (2.95B). FWWMX pays higher dividends than OCRDX: FWWMX (1.52) vs OCRDX (0.11). FWWMX was incepted earlier than OCRDX: FWWMX (4 years) vs OCRDX (32 years). OCRDX (1.73) is less costly to investors than FWWMX (0.31). FWWMX (31.00) and OCRDX (31.00) have comparable annual turnover. FWWMX has a lower initial minimum investment than OCRDX: FWWMX (250) vs OCRDX (1000). FWWMX annual gain was more profitable for investors over the last year : -8.20 vs. OCRDX (-16.66).
| FWWMX | OCRDX | FWWMX / OCRDX | |
| Total Expense Ratio | 0.31 | 1.73 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.73 | 18% |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | -9.502 | -12.269 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 2.95B | 5,701% |
| Annual Yield % from dividends | 1.52 | 0.11 | 1,334% |
| Returns for 1 year | -8.20 | -16.66 | 49% |
| Returns for 3 years | -0.90 | -17.65 | 5% |
| Returns for 5 years | N/A | 10.37 | - |
| Returns for 10 years | N/A | -6.15 | - |
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