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FWWMX vs SOPYX
FWWMX vs SOPYX Comparison
Open Charts FWWMX vs SOPYX
American Funds Washington Mutual 529-F-3
Price$67.43
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets208.51B
ClearBridge Dividend Strategy I
Price$33.53
Change+$0.17 (+0.51%)
VolumeN/A
Net Assets8.98B
FWWMX vs SOPYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. SOPYX (8.98B). FWWMX pays higher dividends than SOPYX: FWWMX (1.41) vs SOPYX (1.28). FWWMX was incepted earlier than SOPYX: FWWMX (5 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. SOPYX (19.00). FWWMX has a lower initial minimum investment than SOPYX: FWWMX (250) vs SOPYX (1000000). FWWMX annual gain was more profitable for investors over the last year : 7.14 vs. SOPYX (3.08).
| FWWMX | SOPYX | FWWMX / SOPYX | |
| Total Expense Ratio | 0.31 | 0.73 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.73 | 42% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 10.807 | 9.051 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.41 | 1.28 | 111% |
| Returns for 1 year | 7.14 | 3.08 | 231% |
| Returns for 3 years | 42.15 | 30.02 | 140% |
| Returns for 5 years | N/A | 42.51 | - |
| Returns for 10 years | N/A | 95.37 | - |
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