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FWWMX vs SJVAX
FWWMX vs SJVAX Comparison
Open Charts FWWMX vs SJVAX
American Funds Washington Mutual 529-F-3
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
Steward Large Cap Value A
Price$30.47
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets107.75M
FWWMX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. SJVAX (108M). FWWMX pays higher dividends than SJVAX: FWWMX (1.41) vs SJVAX (1.16). FWWMX was incepted earlier than SJVAX: FWWMX (5 years) vs SJVAX (4 years). SJVAX (1.27) 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 : 4.03 vs. SJVAX (-1.68).
| FWWMX | SJVAX | FWWMX / SJVAX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 8.539 | 7.679 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 108M | 188,889% |
| Annual Yield % from dividends | 1.41 | 1.16 | 122% |
| Returns for 1 year | 4.03 | -1.68 | -239% |
| Returns for 3 years | 30.52 | 35.03 | 87% |
| Returns for 5 years | 47.75 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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