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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$65.76
Change-$1.44 (-2.14%)
VolumeN/A
Net Assets208.1B
MFS Low Volatility Equity R4
Price$19.93
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets351.91M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVRX (352M). FWMMX pays higher dividends than MLVRX: FWMMX (1.38) vs MLVRX (1.15). FWMMX was incepted earlier than MLVRX: FWMMX (5 years) vs MLVRX (12 years). MLVRX (0.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than FWMMX: MLVRX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 3.33 vs. MLVRX (-4.74).
| FWMMX | MLVRX | FWMMX / MLVRX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.69 | 51% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.017 | 9.277 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 352M | 59,091% |
| Annual Yield % from dividends | 1.38 | 1.15 | 120% |
| Returns for 1 year | 3.33 | -4.74 | -70% |
| Returns for 3 years | 45.34 | 16.13 | 281% |
| Returns for 5 years | N/A | 21.27 | - |
| Returns for 10 years | N/A | 99.69 | - |
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