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FWMMX vs MLVOX
FWMMX vs MLVOX Comparison
Open Charts FWMMX vs MLVOX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity R2
Price$20.00
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets341.6M
FWMMX vs MLVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVOX (342M). FWMMX pays higher dividends than MLVOX: FWMMX (1.38) vs MLVOX (0.74). FWMMX was incepted earlier than MLVOX: FWMMX (5 years) vs MLVOX (12 years). MLVOX (1.19) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVOX (25.00). MLVOX has a lower initial minimum investment than FWMMX: MLVOX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 4.00 vs. MLVOX (-6.81). FWMMX return over 5 years is better than : 47.46 vs. MLVOX (13.95).
| FWMMX | MLVOX | FWMMX / MLVOX | |
| Total Expense Ratio | 0.35 | 1.14 | 31% |
| Annual Report Gross Expense Ratio | 0.35 | 1.19 | 29% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.493 | 7.634 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 342M | 59,649% |
| Annual Yield % from dividends | 1.38 | 0.74 | 187% |
| Returns for 1 year | 4.00 | -6.81 | -59% |
| Returns for 3 years | 30.40 | 3.33 | 912% |
| Returns for 5 years | 47.46 | 13.95 | 340% |
| Returns for 10 years | N/A | 82.13 | - |
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