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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$62.94
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets193.11B
MFS Low Volatility Equity B
Price$18.81
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets357.13M
FWMMX vs MLVBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 193B vs. MLVBX (357M). FWMMX pays higher dividends than MLVBX: FWMMX (1.51) vs MLVBX (0.14). FWMMX was incepted earlier than MLVBX: FWMMX (5 years) vs MLVBX (11 years). MLVBX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 vs. MLVBX (25.00). FWMMX has a lower initial minimum investment than MLVBX: FWMMX (250) vs MLVBX (1000). FWMMX annual gain was more profitable for investors over the last year : 2.15 vs. MLVBX (-6.30).
| FWMMX | MLVBX | FWMMX / MLVBX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.69 | 21% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 2.789 | 2.091 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 357M | 54,062% |
| Annual Yield % from dividends | 1.51 | 0.14 | 1,097% |
| Returns for 1 year | 2.15 | -6.30 | -34% |
| Returns for 3 years | 23.65 | -0.22 | -10,795% |
| Returns for 5 years | N/A | 24.74 | - |
| Returns for 10 years | N/A | 65.56 | - |
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