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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$67.35
Change+$1.46 (+2.22%)
VolumeN/A
Net Assets211.09B
MFS Low Volatility Equity R4
Price$18.41
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets340.87M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 211B vs. MLVRX (341M). FWMMX pays higher dividends than MLVRX: FWMMX (1.41) vs MLVRX (1.18). FWMMX was incepted earlier than MLVRX: FWMMX (5 years) vs MLVRX (12 years). MLVRX (0.68) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (23.00). 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 : 5.59 vs. MLVRX (-3.21). FWMMX return over 5 years is better than : 42.92 vs. MLVRX (2.92).
| FWMMX | MLVRX | FWMMX / MLVRX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.68 | 51% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 3.313 | 3.894 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211B | 341M | 61,877% |
| Annual Yield % from dividends | 1.41 | 1.18 | 120% |
| Returns for 1 year | 5.59 | -3.21 | -174% |
| Returns for 3 years | 31.76 | 5.18 | 613% |
| Returns for 5 years | 42.92 | 2.92 | 1,471% |
| Returns for 10 years | N/A | 87.69 | - |
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