Interact to see
Advertisement
Advertisement
FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$62.94
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets193.11B
MFS Low Volatility Equity B
Price$18.81
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets357.13M
FWWMX vs MLVBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 193B vs. MLVBX (357M). FWWMX pays higher dividends than MLVBX: FWWMX (1.53) vs MLVBX (0.14). FWWMX was incepted earlier than MLVBX: FWWMX (5 years) vs MLVBX (11 years). MLVBX (1.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 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 : 2.18 vs. MLVBX (-6.30).
| 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 | 11 years | - |
| Gain YTD | 2.813 | 2.091 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 357M | 54,062% |
| Annual Yield % from dividends | 1.53 | 0.14 | 1,117% |
| Returns for 1 year | 2.18 | -6.30 | -35% |
| Returns for 3 years | 23.79 | -0.22 | -10,860% |
| Returns for 5 years | N/A | 24.74 | - |
| Returns for 10 years | N/A | 65.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement