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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
FWWMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 219B vs. MLVRX (364M). FWWMX pays higher dividends than MLVRX: FWWMX (1.44) vs MLVRX (0.92). FWWMX was incepted earlier than MLVRX: FWWMX (6 years) vs MLVRX (13 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 : 5.77 vs. MLVRX (-2.95). FWWMX return over 5 years is better than : 31.36 vs. MLVRX (-8.80).
| FWWMX | MLVRX | FWWMX / MLVRX | |
| Total Expense Ratio | 0.31 | 0.64 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.68 | 46% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 3.934 | 5.461 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 364M | 60,165% |
| Annual Yield % from dividends | 1.44 | 0.92 | 156% |
| Returns for 1 year | 5.77 | -2.95 | -195% |
| Returns for 3 years | 27.62 | 1.31 | 2,102% |
| Returns for 5 years | 31.36 | -8.80 | -356% |
| Returns for 10 years | N/A | 64.96 | - |
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