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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$59.12
Change+$1.03 (+1.77%)
VolumeN/A
Net Assets175.84B
MFS Low Volatility Equity R4
Price$18.05
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets333.76M
FWMMX vs MLVRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 176B vs. MLVRX (334M). FWMMX pays higher dividends than MLVRX: FWMMX (1.49) vs MLVRX (1.13). FWMMX was incepted earlier than MLVRX: FWMMX (4 years) vs MLVRX (11 years). MLVRX (0.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 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 : -1.66 vs. MLVRX (-7.70).
| FWMMX | MLVRX | FWMMX / MLVRX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.69 | 51% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.588 | -4.109 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176B | 334M | 52,695% |
| Annual Yield % from dividends | 1.49 | 1.13 | 132% |
| Returns for 1 year | -1.66 | -7.70 | 22% |
| Returns for 3 years | 7.08 | -12.47 | -57% |
| Returns for 5 years | N/A | 25.76 | - |
| Returns for 10 years | N/A | 74.28 | - |
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