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FWWMX vs MLVPX
FWWMX vs MLVPX Comparison
Open Charts FWWMX vs MLVPX
American Funds Washington Mutual 529-F-3
Price$66.28
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
MFS Low Volatility Equity R3
Price$19.94
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FWWMX vs MLVPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVPX (342M). FWWMX pays higher dividends than MLVPX: FWWMX (1.41) vs MLVPX (0.96). FWWMX was incepted earlier than MLVPX: FWWMX (5 years) vs MLVPX (12 years). MLVPX (0.94) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVPX (25.00). MLVPX has a lower initial minimum investment than FWWMX: MLVPX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.60 vs. MLVPX (-6.48). FWWMX return over 5 years is better than : 49.02 vs. MLVPX (15.63).
| FWWMX | MLVPX | FWWMX / MLVPX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.917 | 7.725 | 115% |
| 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 | 0.96 | 148% |
| Returns for 1 year | 4.60 | -6.48 | -71% |
| Returns for 3 years | 30.98 | 3.91 | 793% |
| Returns for 5 years | 49.02 | 15.63 | 314% |
| Returns for 10 years | N/A | 86.29 | - |
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