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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity R6
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets341.6M
FWMMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVTX (342M). FWMMX pays higher dividends than MLVTX: FWMMX (1.38) vs MLVTX (1.26). FWMMX was incepted earlier than MLVTX: FWMMX (5 years) vs MLVTX (12 years). MLVTX (0.61) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 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 : 4.00 vs. MLVTX (-6.25). FWMMX return over 5 years is better than : 47.46 vs. MLVTX (15.89).
| FWMMX | MLVTX | FWMMX / MLVTX | |
| Total Expense Ratio | 0.35 | 0.57 | 61% |
| Annual Report Gross Expense Ratio | 0.35 | 0.61 | 57% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.493 | 8.215 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 342M | 59,649% |
| Annual Yield % from dividends | 1.38 | 1.26 | 110% |
| Returns for 1 year | 4.00 | -6.25 | -64% |
| Returns for 3 years | 30.40 | 4.70 | 646% |
| Returns for 5 years | 47.46 | 15.89 | 299% |
| Returns for 10 years | N/A | 87.15 | - |
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