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FWWMX vs WTRCX
FWWMX vs WTRCX Comparison
Open Charts FWWMX vs WTRCX
American Funds Washington Mutual 529-F-3
Price$66.23
Change+$0.64 (+0.98%)
VolumeN/A
Net Assets202.17B
Macquarie Core Equity Fund
Price$12.96
Change+$0.11 (+0.86%)
VolumeN/A
Net Assets3.68B
FWWMX vs WTRCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 202B vs. WTRCX (3.68B). FWWMX pays higher dividends than WTRCX: FWWMX (1.41) vs WTRCX (0.00). FWWMX was incepted earlier than WTRCX: FWWMX (5 years) vs WTRCX (33 years). WTRCX (1.76) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). 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 : 3.54 vs. WTRCX (-8.02). FWWMX return over 5 years is better than : 48.91 vs. WTRCX (-2.97).
| FWWMX | WTRCX | FWWMX / WTRCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.76 | 18% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 8.835 | 11.149 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 3.68B | 5,489% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 3.54 | -8.02 | -44% |
| Returns for 3 years | 29.26 | -0.16 | -17,749% |
| Returns for 5 years | 48.91 | -2.97 | -1,645% |
| Returns for 10 years | N/A | 2.64 | - |
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