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FWMMX vs MLVAX
FWMMX vs MLVAX Comparison
Open Charts FWMMX vs MLVAX
American Funds Washington Mutual 529-F-2
Price$55.48
Change-$0.49 (-0.88%)
VolumeN/A
Net Assets169.61B
MFS Low Volatility Equity A
Price$17.09
Change-$0.23 (-1.33%)
VolumeN/A
Net Assets326.38M
FWMMX vs MLVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 170B vs. MLVAX (326M). FWMMX pays higher dividends than MLVAX: FWMMX (1.49) vs MLVAX (0.91). FWMMX was incepted earlier than MLVAX: FWMMX (4 years) vs MLVAX (11 years). MLVAX (0.94) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 vs. MLVAX (25.00). FWMMX has a lower initial minimum investment than MLVAX: FWMMX (250) vs MLVAX (1000). FWMMX annual gain was more profitable for investors over the last year : -8.21 vs. MLVAX (-11.43).
| FWMMX | MLVAX | FWMMX / MLVAX | |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.94 | 37% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -9.524 | -6.472 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 326M | 52,147% |
| Annual Yield % from dividends | 1.49 | 0.91 | 164% |
| Returns for 1 year | -8.21 | -11.43 | 72% |
| Returns for 3 years | -1.02 | -17.46 | 6% |
| Returns for 5 years | N/A | 20.14 | - |
| Returns for 10 years | N/A | 60.89 | - |
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