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FWMMX vs MLVMX
FWMMX vs MLVMX Comparison
Open Charts FWMMX vs MLVMX
American Funds Washington Mutual 529-F-2
Price$66.52
Change-$0.66 (-0.98%)
VolumeN/A
Net Assets207.93B
MFS Low Volatility Equity R1
Price$19.86
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets350.59M
FWMMX vs MLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVMX (351M). FWMMX pays higher dividends than MLVMX: FWMMX (1.38) vs MLVMX (0.31). FWMMX was incepted earlier than MLVMX: FWMMX (5 years) vs MLVMX (12 years). MLVMX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVMX (25.00). MLVMX has a lower initial minimum investment than FWMMX: MLVMX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 3.71 vs. MLVMX (-7.50).
| FWMMX | MLVMX | FWMMX / MLVMX | |
| 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 | 9.265 | 8.365 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 351M | 59,259% |
| Annual Yield % from dividends | 1.38 | 0.31 | 450% |
| Returns for 1 year | 3.71 | -7.50 | -49% |
| Returns for 3 years | 43.88 | 10.75 | 408% |
| Returns for 5 years | N/A | 15.05 | - |
| Returns for 10 years | N/A | 78.84 | - |