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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
American Funds Washington Mutual 529-F-3
Price$67.35
Change+$1.46 (+2.22%)
VolumeN/A
Net Assets211.09B
MFS Low Volatility Equity R4
Price$18.41
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets340.87M
FWWMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 211B vs. MLVRX (341M). FWWMX pays higher dividends than MLVRX: FWWMX (1.45) vs MLVRX (1.18). FWWMX was incepted earlier than MLVRX: FWWMX (5 years) vs MLVRX (12 years). MLVRX (0.68) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (23.00). 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 : 5.63 vs. MLVRX (-3.21). FWWMX return over 5 years is better than : 43.22 vs. MLVRX (2.92).
| FWWMX | MLVRX | FWWMX / MLVRX | |
| Total Expense Ratio | 0.31 | 0.64 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.68 | 46% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 3.329 | 3.894 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211B | 341M | 61,877% |
| Annual Yield % from dividends | 1.45 | 1.18 | 122% |
| Returns for 1 year | 5.63 | -3.21 | -175% |
| Returns for 3 years | 31.91 | 5.18 | 615% |
| Returns for 5 years | 43.22 | 2.92 | 1,481% |
| Returns for 10 years | N/A | 87.69 | - |
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