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FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity B
Price$19.79
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FWWMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVBX (342M). FWWMX pays higher dividends than MLVBX: FWWMX (1.41) vs MLVBX (0.22). FWWMX was incepted earlier than MLVBX: FWWMX (5 years) vs MLVBX (12 years). MLVBX (1.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVBX (25.00). FWWMX has a lower initial minimum investment than MLVBX: FWWMX (250) vs MLVBX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.60 vs. MLVBX (-7.25). FWWMX return over 5 years is better than : 49.02 vs. MLVBX (11.09).
| FWWMX | MLVBX | FWWMX / MLVBX | |
| Total Expense Ratio | 0.31 | 1.64 | 19% |
| Annual Report Gross Expense Ratio | 0.31 | 1.69 | 18% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.917 | 7.016 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 342M | 59,649% |
| Annual Yield % from dividends | 1.41 | 0.22 | 641% |
| Returns for 1 year | 4.60 | -7.25 | -64% |
| Returns for 3 years | 30.98 | 1.39 | 2,224% |
| Returns for 5 years | 49.02 | 11.09 | 442% |
| Returns for 10 years | N/A | 71.33 | - |
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