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FWMMX vs MLVPX
FWMMX vs MLVPX Comparison
Open Charts FWMMX vs MLVPX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity R3
Price$19.94
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FWMMX vs MLVPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVPX (342M). FWMMX pays higher dividends than MLVPX: FWMMX (1.38) vs MLVPX (0.96). 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 : 4.55 vs. MLVPX (-6.48). FWMMX return over 5 years is better than : 48.73 vs. MLVPX (15.63).
| 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 | 8.871 | 7.725 | 115% |
| 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 | 0.96 | 144% |
| Returns for 1 year | 4.55 | -6.48 | -70% |
| Returns for 3 years | 30.85 | 3.91 | 790% |
| Returns for 5 years | 48.73 | 15.63 | 312% |
| Returns for 10 years | N/A | 86.29 | - |
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