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FWWMX vs USPCX
FWWMX vs USPCX Comparison
Open Charts FWWMX vs USPCX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Union Street Partners Value C
Price$30.49
Change-$0.17 (-0.55%)
VolumeN/A
Net Assets82.63M
FWWMX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. USPCX (82.6M). FWWMX pays higher dividends than USPCX: FWWMX (1.41) vs USPCX (0.00). FWWMX was incepted earlier than USPCX: FWWMX (5 years) vs USPCX (15 years). USPCX (2.45) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. USPCX (7.18). FWWMX has a lower initial minimum investment than USPCX: FWWMX (250) vs USPCX (2500). USPCX (4.74) and FWWMX (4.60) have marching annual gain over last year. USPCX return over 5 years is better than : 59.80 vs. FWWMX (49.02).
| FWWMX | USPCX | FWWMX / USPCX | |
| Total Expense Ratio | 0.31 | 2.15 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.45 | 13% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 8.917 | 5.210 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 82.6M | 246,973% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 4.60 | 4.74 | 97% |
| Returns for 3 years | 30.98 | 24.91 | 124% |
| Returns for 5 years | 49.02 | 59.80 | 82% |
| Returns for 10 years | N/A | 109.40 | - |
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