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FWWMX vs WTRCX
FWWMX vs WTRCX Comparison
Open Charts FWWMX vs WTRCX
American Funds Washington Mutual 529-F-3
Price$66.16
Change+$0.24 (+0.36%)
VolumeN/A
Net Assets202.88B
Macquarie Core Equity Fund
Price$12.96
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets3.81B
FWWMX vs WTRCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 203B vs. WTRCX (3.81B). 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). 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 : 6.62 vs. WTRCX (-1.97).
| 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 | 8.323 | 10.806 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 3.81B | 5,335% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 6.62 | -1.97 | -335% |
| Returns for 3 years | 33.08 | 0.93 | 3,574% |
| Returns for 5 years | N/A | -0.90 | - |
| Returns for 10 years | N/A | 7.33 | - |