Interact to see
Advertisement
Advertisement
FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$67.33
Change+$0.53 (+0.79%)
VolumeN/A
Net Assets206.71B
MFS Low Volatility Equity R6
Price$20.29
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets350.23M
FWMMX vs MLVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVTX (350M). FWMMX pays higher dividends than MLVTX: FWMMX (1.38) vs MLVTX (1.24). 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 : 4.78 vs. MLVTX (-6.70).
| 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 | 10.596 | 9.246 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 350M | 59,143% |
| Annual Yield % from dividends | 1.38 | 1.24 | 112% |
| Returns for 1 year | 4.78 | -6.70 | -71% |
| Returns for 3 years | 42.37 | 12.85 | 330% |
| Returns for 5 years | N/A | 21.71 | - |
| Returns for 10 years | N/A | 90.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement