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FWWMX vs MLVHX
FWWMX vs MLVHX Comparison
Open Charts FWWMX vs MLVHX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
MFS Low Volatility Equity I
Price$20.11
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets347.5M
FWWMX vs MLVHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 206B vs. MLVHX (348M). FWWMX pays higher dividends than MLVHX: FWWMX (1.41) vs MLVHX (1.17). 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 : 3.68 vs. MLVHX (-7.35).
| 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 | 9.311 | 8.326 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 348M | 59,195% |
| Annual Yield % from dividends | 1.41 | 1.17 | 121% |
| Returns for 1 year | 3.68 | -7.35 | -50% |
| Returns for 3 years | 42.39 | 11.59 | 366% |
| Returns for 5 years | N/A | 18.77 | - |
| Returns for 10 years | N/A | 90.89 | - |
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