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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$59.12
Change+$1.03 (+1.77%)
VolumeN/A
Net Assets178.94B
MFS Low Volatility Equity R6
Price$18.06
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets338.51M
FWMMX vs MLVTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 179B vs. MLVTX (339M). FWMMX pays higher dividends than MLVTX: FWMMX (1.49) vs MLVTX (1.23). FWMMX was incepted earlier than MLVTX: FWMMX (4 years) vs MLVTX (11 years). MLVTX (0.61) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 vs. MLVTX (25.00). MLVTX has a lower initial minimum investment than FWMMX: MLVTX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : -1.66 vs. MLVTX (-6.25).
| FWMMX | MLVTX | FWMMX / MLVTX | |
| Total Expense Ratio | 0.35 | 0.57 | 61% |
| Annual Report Gross Expense Ratio | 0.35 | 0.61 | 57% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.588 | -2.669 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179B | 339M | 52,802% |
| Annual Yield % from dividends | 1.49 | 1.23 | 122% |
| Returns for 1 year | -1.66 | -6.25 | 26% |
| Returns for 3 years | 7.08 | -11.78 | -60% |
| Returns for 5 years | N/A | 26.66 | - |
| Returns for 10 years | N/A | 72.11 | - |