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FWWMX vs MLVAX
FWWMX vs MLVAX Comparison
Open Charts FWWMX vs MLVAX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
MFS Low Volatility Equity A
Price$20.07
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets347.5M
FWWMX vs MLVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. MLVAX (348M). FWWMX pays higher dividends than MLVAX: FWWMX (1.41) vs MLVAX (0.95). FWWMX was incepted earlier than MLVAX: FWWMX (5 years) vs MLVAX (12 years). MLVAX (0.94) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVAX (25.00). FWWMX has a lower initial minimum investment than MLVAX: FWWMX (250) vs MLVAX (1000). FWWMX annual gain was more profitable for investors over the last year : 3.68 vs. MLVAX (-7.60).
| FWWMX | MLVAX | FWWMX / MLVAX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.311 | 8.093 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 348M | 59,195% |
| Annual Yield % from dividends | 1.41 | 0.95 | 149% |
| Returns for 1 year | 3.68 | -7.60 | -48% |
| Returns for 3 years | 42.39 | 10.75 | 394% |
| Returns for 5 years | N/A | 17.55 | - |
| Returns for 10 years | N/A | 87.08 | - |
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