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FWMMX vs MLVMX
FWMMX vs MLVMX Comparison
Open Charts FWMMX vs MLVMX
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.04B
MFS Low Volatility Equity R1
Price$19.93
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
FWMMX vs MLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVMX (356M). FWMMX pays higher dividends than MLVMX: FWMMX (1.40) vs MLVMX (0.26). 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 : 7.68 vs. MLVMX (-5.31).
| 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 | 7.943 | 7.734 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 356M | 57,303% |
| Annual Yield % from dividends | 1.40 | 0.26 | 534% |
| Returns for 1 year | 7.68 | -5.31 | -145% |
| Returns for 3 years | 36.13 | 4.34 | 832% |
| Returns for 5 years | N/A | 17.53 | - |
| Returns for 10 years | N/A | 84.04 | - |
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