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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$67.38
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
MFS Low Volatility Equity B
Price$20.19
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets355.17M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVBX (355M). FWMMX pays higher dividends than MLVBX: FWMMX (1.38) vs MLVBX (0.22). FWMMX was incepted earlier than MLVBX: FWMMX (5 years) vs MLVBX (12 years). MLVBX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 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 : 7.02 vs. MLVBX (-3.80).
| 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 | 12 years | - |
| Gain YTD | 10.678 | 9.287 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 355M | 58,873% |
| Annual Yield % from dividends | 1.38 | 0.22 | 639% |
| Returns for 1 year | 7.02 | -3.80 | -185% |
| Returns for 3 years | 47.01 | 13.19 | 356% |
| Returns for 5 years | N/A | 17.04 | - |
| Returns for 10 years | N/A | 80.18 | - |
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