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FWMMX vs MLVGX
FWMMX vs MLVGX Comparison
Open Charts FWMMX vs MLVGX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity C
Price$19.65
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FWMMX vs MLVGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVGX (342M). FWMMX pays higher dividends than MLVGX: FWMMX (1.38) vs MLVGX (0.28). FWMMX was incepted earlier than MLVGX: FWMMX (5 years) vs MLVGX (12 years). MLVGX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVGX (25.00). FWMMX has a lower initial minimum investment than MLVGX: FWMMX (250) vs MLVGX (1000). FWMMX annual gain was more profitable for investors over the last year : 4.55 vs. MLVGX (-7.33). FWMMX return over 5 years is better than : 48.73 vs. MLVGX (10.86).
| FWMMX | MLVGX | FWMMX / MLVGX | |
| 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 | 6.964 | 127% |
| 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 | 0.28 | 498% |
| Returns for 1 year | 4.55 | -7.33 | -62% |
| Returns for 3 years | 30.85 | 1.25 | 2,475% |
| Returns for 5 years | 48.73 | 10.86 | 449% |
| Returns for 10 years | N/A | 70.89 | - |
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