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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
American Funds Washington Mutual 529-F-3
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.04B
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
FWWMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVRX (356M). FWWMX pays higher dividends than MLVRX: FWWMX (1.43) vs MLVRX (1.15). FWWMX was incepted earlier than MLVRX: FWWMX (5 years) vs MLVRX (12 years). MLVRX (0.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than FWWMX: MLVRX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 7.71 vs. MLVRX (-4.41).
| FWWMX | MLVRX | FWWMX / MLVRX | |
| 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 | 7.979 | 8.398 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 356M | 57,303% |
| Annual Yield % from dividends | 1.43 | 1.15 | 124% |
| Returns for 1 year | 7.71 | -4.41 | -175% |
| Returns for 3 years | 36.26 | 7.52 | 482% |
| Returns for 5 years | N/A | 23.56 | - |
| Returns for 10 years | N/A | 103.25 | - |
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