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FWWMX vs MLVGX
FWWMX vs MLVGX Comparison
Open Charts FWWMX vs MLVGX
American Funds Washington Mutual 529-F-3
Price$67.43
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets209.01B
MFS Low Volatility Equity C
Price$20.06
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.36M
FWWMX vs MLVGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVGX (355M). FWWMX pays higher dividends than MLVGX: FWWMX (1.41) vs MLVGX (0.27). FWWMX was incepted earlier than MLVGX: FWWMX (5 years) vs MLVGX (12 years). MLVGX (1.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVGX (25.00). FWWMX has a lower initial minimum investment than MLVGX: FWWMX (250) vs MLVGX (1000). FWWMX annual gain was more profitable for investors over the last year : 7.14 vs. MLVGX (-4.68).
| FWWMX | MLVGX | FWWMX / MLVGX | |
| 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 | 10.807 | 9.195 | 118% |
| 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 | 0.27 | 518% |
| Returns for 1 year | 7.14 | -4.68 | -153% |
| Returns for 3 years | 42.15 | 8.36 | 504% |
| Returns for 5 years | N/A | 19.61 | - |
| Returns for 10 years | N/A | 82.69 | - |