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FWWMX vs MLVHX
FWWMX vs MLVHX Comparison
Open Charts FWWMX vs MLVHX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity I
Price$19.88
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FWWMX vs MLVHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVHX (342M). FWWMX pays higher dividends than MLVHX: FWWMX (1.41) vs MLVHX (1.19). FWWMX was incepted earlier than MLVHX: FWWMX (5 years) vs MLVHX (12 years). MLVHX (0.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVHX (25.00). MLVHX has a lower initial minimum investment than FWWMX: MLVHX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.60 vs. MLVHX (-6.30). FWWMX return over 5 years is better than : 49.02 vs. MLVHX (15.66).
| FWWMX | MLVHX | FWWMX / MLVHX | |
| Total Expense Ratio | 0.31 | 0.64 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.69 | 45% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.917 | 7.946 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 342M | 59,649% |
| Annual Yield % from dividends | 1.41 | 1.19 | 119% |
| Returns for 1 year | 4.60 | -6.30 | -73% |
| Returns for 3 years | 30.98 | 4.26 | 728% |
| Returns for 5 years | 49.02 | 15.66 | 313% |
| Returns for 10 years | N/A | 85.39 | - |
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