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FWWMX vs SJVIX
FWWMX vs SJVIX Comparison
Open Charts FWWMX vs SJVIX
American Funds Washington Mutual 529-F-3
Price$67.43
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets209.01B
Steward Large Cap Value I
Price$30.95
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets102.72M
FWWMX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SJVIX (103M). FWWMX pays higher dividends than SJVIX: FWWMX (1.41) vs SJVIX (1.29). FWWMX was incepted earlier than SJVIX: FWWMX (5 years) vs SJVIX (4 years). SJVIX (0.99) is less costly to investors than FWWMX (0.31). SJVIX is a more actively managed with annual turnover of: 133.00 vs. FWWMX (29.00). FWWMX has a lower initial minimum investment than SJVIX: FWWMX (250) vs SJVIX (100000). FWWMX annual gain was more profitable for investors over the last year : 7.14 vs. SJVIX (4.21).
| FWWMX | SJVIX | FWWMX / SJVIX | |
| Total Expense Ratio | 0.31 | 0.75 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 10.807 | 9.287 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 103M | 202,913% |
| Annual Yield % from dividends | 1.41 | 1.29 | 109% |
| Returns for 1 year | 7.14 | 4.21 | 169% |
| Returns for 3 years | 42.15 | 51.86 | 81% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |