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FWWMX vs WTRCX
FWWMX vs WTRCX Comparison
Open Charts FWWMX vs WTRCX
American Funds Washington Mutual 529-F-3
Price$64.99
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets194.6B
Macquarie Core Equity Fund
Price$12.14
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets3.8B
FWWMX vs WTRCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 195B vs. WTRCX (3.8B). FWWMX pays higher dividends than WTRCX: FWWMX (1.46) vs WTRCX (0.00). FWWMX was incepted earlier than WTRCX: FWWMX (5 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than FWWMX (0.31). WTRCX is a more actively managed with annual turnover of: 35.00 vs. FWWMX (31.00). FWWMX has a lower initial minimum investment than WTRCX: FWWMX (250) vs WTRCX (1000). FWWMX annual gain was more profitable for investors over the last year : 6.12 vs. WTRCX (-3.27).
| FWWMX | WTRCX | FWWMX / WTRCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.75 | 18% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 6.010 | 4.117 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 3.8B | 5,136% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 6.12 | -3.27 | -187% |
| Returns for 3 years | 20.87 | -8.39 | -249% |
| Returns for 5 years | N/A | 2.12 | - |
| Returns for 10 years | N/A | -4.23 | - |
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