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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 218B vs. MLVRX (357M). FWMMX pays higher dividends than MLVRX: FWMMX (1.37) vs MLVRX (1.03). FWMMX was incepted earlier than MLVRX: FWMMX (6 years) vs MLVRX (13 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 : 7.00 vs. MLVRX (-4.02). FWMMX return over 5 years is better than : 28.91 vs. MLVRX (-8.52).
| FWMMX | MLVRX | FWMMX / MLVRX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.68 | 51% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 1.304 | 1.683 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 357M | 61,064% |
| Annual Yield % from dividends | 1.37 | 1.03 | 133% |
| Returns for 1 year | 7.00 | -4.02 | -174% |
| Returns for 3 years | 30.08 | 1.86 | 1,613% |
| Returns for 5 years | 28.91 | -8.52 | -339% |
| Returns for 10 years | N/A | 68.72 | - |
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