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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$66.16
Change+$0.24 (+0.36%)
VolumeN/A
Net Assets202.88B
MFS Low Volatility Equity B
Price$19.79
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets354.41M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 203B vs. MLVBX (354M). FWMMX pays higher dividends than MLVBX: FWMMX (1.43) vs MLVBX (0.19). 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 : 6.57 vs. MLVBX (-6.13).
| 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 | 8.287 | 7.239 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 354M | 57,345% |
| Annual Yield % from dividends | 1.43 | 0.19 | 752% |
| Returns for 1 year | 6.57 | -6.13 | -107% |
| Returns for 3 years | 32.95 | 1.81 | 1,819% |
| Returns for 5 years | N/A | 14.97 | - |
| Returns for 10 years | N/A | 81.90 | - |
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