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FWMMX vs MLVHX
FWMMX vs MLVHX Comparison
Open Charts FWMMX vs MLVHX
American Funds Washington Mutual 529-F-2
Price$55.48
Change-$0.49 (-0.88%)
VolumeN/A
Net Assets169.61B
MFS Low Volatility Equity I
Price$17.12
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets326.38M
FWMMX vs MLVHX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 170B vs. MLVHX (326M). FWMMX pays higher dividends than MLVHX: FWMMX (1.49) vs MLVHX (1.15). FWMMX was incepted earlier than MLVHX: FWMMX (4 years) vs MLVHX (11 years). MLVHX (0.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 vs. MLVHX (25.00). MLVHX has a lower initial minimum investment than FWMMX: MLVHX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : -8.21 vs. MLVHX (-11.14).
| FWMMX | MLVHX | FWMMX / MLVHX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.69 | 51% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -9.524 | -6.358 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 326M | 52,147% |
| Annual Yield % from dividends | 1.49 | 1.15 | 130% |
| Returns for 1 year | -8.21 | -11.14 | 74% |
| Returns for 3 years | -1.02 | -16.94 | 6% |
| Returns for 5 years | N/A | 21.49 | - |
| Returns for 10 years | N/A | 64.02 | - |