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FWWMX vs SMVLX
FWWMX vs SMVLX Comparison
Open Charts FWWMX vs SMVLX
American Funds Washington Mutual 529-F-3
Price$67.88
Change+$0.92 (+1.37%)
VolumeN/A
Net Assets206.25B
FWWMX vs SMVLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. SMVLX (4.22B). FWWMX pays higher dividends than SMVLX: FWWMX (1.41) vs SMVLX (1.07). FWWMX was incepted earlier than SMVLX: FWWMX (5 years) vs SMVLX (18 years). SMVLX (1.22) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. SMVLX (13.30). FWWMX has a lower initial minimum investment than SMVLX: FWWMX (250) vs SMVLX (3000). FWWMX annual gain was more profitable for investors over the last year : 4.90 vs. SMVLX (-3.10). SMVLX return over 5 years is better than : 69.15 vs. FWWMX (49.49).
| FWWMX | SMVLX | FWWMX / SMVLX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 11.546 | 4.096 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 4.22B | 4,877% |
| Annual Yield % from dividends | 1.41 | 1.07 | 132% |
| Returns for 1 year | 4.90 | -3.10 | -158% |
| Returns for 3 years | 31.61 | 20.74 | 152% |
| Returns for 5 years | 49.49 | 69.15 | 72% |
| Returns for 10 years | N/A | 108.91 | - |
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