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FWWMX vs SJVAX
FWWMX vs SJVAX Comparison
Open Charts FWWMX vs SJVAX
American Funds Washington Mutual 529-F-3
Price$67.51
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets208.74B
Steward Large Cap Value A
Price$30.75
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets102.27M
FWWMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SJVAX (102M). FWWMX pays higher dividends than SJVAX: FWWMX (1.41) vs SJVAX (1.15). FWWMX was incepted earlier than SJVAX: FWWMX (5 years) vs SJVAX (4 years). SJVAX (1.26) is less costly to investors than FWWMX (0.31). SJVAX is a more actively managed with annual turnover of: 133.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than SJVAX: FWWMX (250) vs SJVAX (1000). FWWMX annual gain was more profitable for investors over the last year : 6.65 vs. SJVAX (2.93).
| FWWMX | SJVAX | FWWMX / SJVAX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.26 | 25% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 10.938 | 8.669 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 102M | 204,902% |
| Annual Yield % from dividends | 1.41 | 1.15 | 123% |
| Returns for 1 year | 6.65 | 2.93 | 227% |
| Returns for 3 years | 47.43 | 55.88 | 85% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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