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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$66.96
Change+$0.73 (+1.10%)
VolumeN/A
Net Assets204.09B
MFS Low Volatility Equity R4
Price$20.07
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets343.2M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVRX (343M). FWMMX pays higher dividends than MLVRX: FWMMX (1.38) vs MLVRX (1.17). 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 : 4.01 vs. MLVRX (-7.37). FWMMX return over 5 years is better than : 47.18 vs. MLVRX (16.60).
| 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 | 9.988 | 8.897 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 343M | 59,475% |
| Annual Yield % from dividends | 1.38 | 1.17 | 118% |
| Returns for 1 year | 4.01 | -7.37 | -54% |
| Returns for 3 years | 29.67 | 3.36 | 884% |
| Returns for 5 years | 47.18 | 16.60 | 284% |
| Returns for 10 years | N/A | 92.25 | - |
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