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FWMMX vs MLVPX
FWMMX vs MLVPX Comparison
Open Charts FWMMX vs MLVPX
American Funds Washington Mutual 529-F-2
Price$66.67
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets207.44B
MFS Low Volatility Equity R3
Price$20.03
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets352.86M
FWMMX vs MLVPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVPX (353M). FWMMX pays higher dividends than MLVPX: FWMMX (1.40) vs MLVPX (0.94). FWMMX was incepted earlier than MLVPX: FWMMX (5 years) vs MLVPX (12 years). MLVPX (0.94) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVPX (25.00). MLVPX has a lower initial minimum investment than FWMMX: MLVPX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 7.08 vs. MLVPX (-6.29).
| FWMMX | MLVPX | FWMMX / MLVPX | |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.94 | 37% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.512 | 7.571 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 353M | 58,640% |
| Annual Yield % from dividends | 1.40 | 0.94 | 150% |
| Returns for 1 year | 7.08 | -6.29 | -113% |
| Returns for 3 years | 38.53 | 7.25 | 531% |
| Returns for 5 years | N/A | 23.28 | - |
| Returns for 10 years | N/A | 97.83 | - |
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