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FWWMX vs MLVGX
FWWMX vs MLVGX Comparison
Open Charts FWWMX vs MLVGX
American Funds Washington Mutual 529-F-3
Price$65.48
Change-$0.48 (-0.73%)
VolumeN/A
Net Assets202.88B
MFS Low Volatility Equity C
Price$19.64
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets354.41M
FWWMX vs MLVGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 203B vs. MLVGX (354M). FWWMX pays higher dividends than MLVGX: FWWMX (1.46) vs MLVGX (0.24). 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 : 5.22 vs. MLVGX (-5.60).
| 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 | 7.209 | 7.711 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 354M | 57,345% |
| Annual Yield % from dividends | 1.46 | 0.24 | 616% |
| Returns for 1 year | 5.22 | -5.60 | -93% |
| Returns for 3 years | 31.19 | 1.64 | 1,900% |
| Returns for 5 years | N/A | 16.38 | - |
| Returns for 10 years | N/A | 80.69 | - |