Ad is loading...
FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$56.15
Change-$3.47 (-5.82%)
VolumeN/A
Net Assets170.2B
MFS Low Volatility Equity B
Price$17.49
Change-$1.01 (-5.46%)
VolumeN/A
Net Assets329.54M
FWMMX vs MLVBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 170B vs. MLVBX (330M). FWMMX pays higher dividends than MLVBX: FWMMX (1.49) vs MLVBX (0.14). FWMMX was incepted earlier than MLVBX: FWMMX (4 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 : -6.18 vs. MLVBX (-10.55).
| FWMMX | MLVBX | FWMMX / MLVBX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.69 | 21% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -8.431 | -5.525 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 330M | 51,515% |
| Annual Yield % from dividends | 1.49 | 0.14 | 1,104% |
| Returns for 1 year | -6.18 | -10.55 | 59% |
| Returns for 3 years | 0.82 | -17.17 | -5% |
| Returns for 5 years | N/A | 32.65 | - |
| Returns for 10 years | N/A | 55.08 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...