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FWWMX vs OIRDX
FWWMX vs OIRDX Comparison
Open Charts FWWMX vs OIRDX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Invesco Rising Dividends R6
Price$29.38
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets3.35B
FWWMX vs OIRDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. OIRDX (3.35B). FWWMX pays higher dividends than OIRDX: FWWMX (1.41) vs OIRDX (0.98). FWWMX was incepted earlier than OIRDX: FWWMX (5 years) vs OIRDX (14 years). OIRDX (0.65) is less costly to investors than FWWMX (0.31). OIRDX is a more actively managed with annual turnover of: 31.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than OIRDX: FWWMX (250) vs OIRDX (1000000). FWWMX annual gain was more profitable for investors over the last year : 4.60 vs. OIRDX (1.81). FWWMX return over 5 years is better than : 49.02 vs. OIRDX (34.91).
| FWWMX | OIRDX | FWWMX / OIRDX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.65 | 48% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 8.917 | 14.627 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 3.35B | 6,093% |
| Annual Yield % from dividends | 1.41 | 0.98 | 144% |
| Returns for 1 year | 4.60 | 1.81 | 255% |
| Returns for 3 years | 30.98 | 29.95 | 103% |
| Returns for 5 years | 49.02 | 34.91 | 140% |
| Returns for 10 years | N/A | 61.58 | - |
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