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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity B
Price$19.79
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVBX (342M). 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 : 4.55 vs. MLVBX (-7.25). FWMMX return over 5 years is better than : 48.73 vs. MLVBX (11.09).
| 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 | 8.871 | 7.016 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 342M | 59,649% |
| Annual Yield % from dividends | 1.38 | 0.22 | 627% |
| Returns for 1 year | 4.55 | -7.25 | -63% |
| Returns for 3 years | 30.85 | 1.39 | 2,215% |
| Returns for 5 years | 48.73 | 11.09 | 439% |
| Returns for 10 years | N/A | 71.33 | - |
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