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FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$67.38
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
MFS Low Volatility Equity B
Price$20.19
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets355.17M
FWWMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVBX (355M). 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 : 7.07 vs. MLVBX (-3.80).
| 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 | 10.724 | 9.287 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 355M | 58,873% |
| Annual Yield % from dividends | 1.41 | 0.22 | 653% |
| Returns for 1 year | 7.07 | -3.80 | -186% |
| Returns for 3 years | 47.15 | 13.19 | 358% |
| Returns for 5 years | N/A | 17.04 | - |
| Returns for 10 years | N/A | 80.18 | - |
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