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FWWMX vs SDVSX
FWWMX vs SDVSX Comparison
Open Charts FWWMX vs SDVSX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
FWWMX vs SDVSX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. SDVSX (227M). FWWMX pays higher dividends than SDVSX: FWWMX (1.41) vs SDVSX (0.68). FWWMX was incepted earlier than SDVSX: FWWMX (5 years) vs SDVSX (20 years). SDVSX (1.25) is less costly to investors than FWWMX (0.31). SDVSX is a more actively managed with annual turnover of: 48.72 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than SDVSX: FWWMX (250) vs SDVSX (5000). FWWMX annual gain was more profitable for investors over the last year : 4.60 vs. SDVSX (2.47). FWWMX return over 5 years is better than : 49.02 vs. SDVSX (22.70).
| FWWMX | SDVSX | FWWMX / SDVSX | |
| Total Expense Ratio | 0.31 | 0.95 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 8.917 | 14.928 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 227M | 89,868% |
| Annual Yield % from dividends | 1.41 | 0.68 | 208% |
| Returns for 1 year | 4.60 | 2.47 | 186% |
| Returns for 3 years | 30.98 | 20.80 | 149% |
| Returns for 5 years | 49.02 | 22.70 | 216% |
| Returns for 10 years | N/A | 16.87 | - |
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