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FWWMX vs SJVIX
FWWMX vs SJVIX Comparison
Open Charts FWWMX vs SJVIX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Steward Large Cap Value I
Price$30.57
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets107.99M
FWWMX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. SJVIX (108M). FWWMX pays higher dividends than SJVIX: FWWMX (1.41) vs SJVIX (1.30). FWWMX was incepted earlier than SJVIX: FWWMX (5 years) vs SJVIX (4 years). SJVIX (1.01) 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 : 4.60 vs. SJVIX (-0.63).
| FWWMX | SJVIX | FWWMX / SJVIX | |
| Total Expense Ratio | 0.31 | 0.75 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 8.917 | 8.086 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 108M | 188,889% |
| Annual Yield % from dividends | 1.41 | 1.30 | 108% |
| Returns for 1 year | 4.60 | -0.63 | -733% |
| Returns for 3 years | 30.98 | 36.27 | 85% |
| Returns for 5 years | 49.02 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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