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FWMMX vs MLVOX
FWMMX vs MLVOX Comparison
Open Charts FWMMX vs MLVOX
American Funds Washington Mutual 529-F-2
Price$59.77
Change+$4.29 (+7.73%)
VolumeN/A
Net Assets167.99B
MFS Low Volatility Equity R2
Price$18.24
Change+$1.03 (+5.98%)
VolumeN/A
Net Assets321.54M
FWMMX vs MLVOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 168B vs. MLVOX (322M). FWMMX pays higher dividends than MLVOX: FWMMX (1.49) vs MLVOX (0.66). FWMMX was incepted earlier than MLVOX: FWMMX (4 years) vs MLVOX (11 years). MLVOX (1.19) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 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 : -8.24 vs. MLVOX (-12.66).
| FWMMX | MLVOX | FWMMX / MLVOX | |
| Total Expense Ratio | 0.35 | 1.14 | 31% |
| Annual Report Gross Expense Ratio | 0.35 | 1.19 | 29% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -9.524 | -7.762 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 322M | 52,174% |
| Annual Yield % from dividends | 1.49 | 0.66 | 227% |
| Returns for 1 year | -8.24 | -12.66 | 65% |
| Returns for 3 years | -1.02 | -18.48 | 6% |
| Returns for 5 years | N/A | 18.27 | - |
| Returns for 10 years | N/A | 59.63 | - |
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